The SECURE Act stands for Setting Every Community Up for Retirement Enhancement. It was signed into law on December 20, 2019 and most provisions went into effect on January 1, 2020. Lawmakers mostly focused on enhancing options and eligibility for retirement plans. However, one significant change … [Read more...]
Planning with Medicare Premiums in Mind
Depending on your income, premiums for Medicare Part B could cost more than the standard rate ($144.60 per month in 2020). This is referred to as IRMAA – the income related monthly adjustment amount. In 2020, Part B premiums will cost more if your modified adjusted gross income (MAGI) is higher than … [Read more...]
January 2016 Financial Planning Newsletter
The January 2016 financial planning newsletter is now available. It includes an update on the investment markets with perspective on the volatility of the last two weeks, plus an overview of 2015 market returns. In addition, we cover what you need to know when filling out the FAFSA and the tax … [Read more...]
Tax Provisions Extended for 2015 and Beyond
In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016. It addressed a host of popular but temporary tax provisions that had expired at the end of 2014. The Act extended some and made other provisions permanent. The major provisions are … [Read more...]
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