The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was signed into law on December 20th and brought sweeping changes to the retirement landscape. This article explains the key changes and discusses the benefits to individuals and employers.
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The CPA Financial Planner Newsletter | January 2020
This month, learn about the growing interest in socially responsible investing and understand the new health reimbursement accounts that will be available to employers in 2020. Additionally, discover key retirement and tax numbers for 2020 and find out 3 ways to protect yourself against identity theft.
Read moreQuarterly Market Review | Q4 2019
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
Read moreThe CPA Financial Planner Newsletter | December 2019
This month, learn about the benefits of qualified charitable distributions from your IRA and discover the advantages of 529 accounts for college savings. Additionally, learn about Social Security earnings test rules and find out if an identity theft protection service makes sense for you.
Read moreThe CPA Financial Planner Newsletter | November 2019
This month, discover ten year-end tax tips for 2019 and learn three regrets from today’s retirees. Additionally, find out how much money a family should borrow for college and identify five times in your life when you might need help with your finances.
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