Does SECURE Act 2.0 Create a Stealth Tax?
The SECURE Act 2.0 may do a lot to help secure Uncle Sam, but I’m not so sure about the rest of us.
The SECURE Act 2.0 may do a lot to help secure Uncle Sam, but I’m not so sure about the rest of us.
Looking for retirement security?
Government spending has been out of control for decades and Congress needs to raise revenue. So, they passed The SECURE (Setting Every Community Up for Retirement Enhancement) Act in December 2019. It may secure the government’s future; but, one provision may make your heir’s retirement a little less secure.
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.
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Jim Lorenzen, CFP®, AIF® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some
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So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.