The Long Term Outlook for Inflation Core Wealth Management Abacoa Jupiter Florida

IN YOUR CORNER

"Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen. We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. "

- Jackie Goldstick and Todd Schanel

Day: January 24, 2020

The SECURE ACT’s “10-Year Rule” for Inherited IRAs

IRAs, Planning Perspectives, Retirement Planning, TaxesBy Todd Schanel, CFA, CPA, CFP®January 24, 2020

On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The broad intent of the legislation is to make it easier for families to save more for retirement, but it also includes several unfavorable provisions intended to offset the loss of tax revenue likely to result…

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