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Thursday, 25 June 2020

Protect your estate with these two essential documents

Written by Thomson Reuters

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. To ensure that your wishes are carried out, and that your family is spared the burden of guessing — or arguing over — what you would decide, put those wishes in writing. Generally, that means executing two documents: A living will...

Published in Wealth Management
Thursday, 25 June 2020

Charitable giving in a time of crisis

Written by Thomson Reuters

The sudden and severe impact of the novel coronavirus (COVID-19) pandemic has created much financial stress, but the crisis has also generated an intense need for charitable action. If you’re able to continue donating during this difficult period, the Coronavirus Aid, Relief, and Economic Security (CARES) Act may make it a little easier for you to do so, whether you’re a small or large donor. Tax benefits From an income tax perspective, the CARES Act has expanded charitable contribution deductions. Individual taxpayers who don’t itemize can take advantage of a new above-the-line $300 deduction for cash contributions to qualified charities in 2020...

Thursday, 11 June 2020

CARES Act Provides Short-Term, Tax-Free Liquidity Solution

Written by Jeffrey Phillips, CFA, CPA

COVID-19 revealed a clear liquidity need in the U.S., making the phrase “cash is king” ring truer than ever. The Small Business Administration reports that businesses tapped $510...

Published in Wealth Management
Tuesday, 21 April 2020

Achieving financial wellness

Written by Adam Garvey, CPA, CFP®, MST

Wellness is a $4.2 dollar trillion industry, according to the Global Wellness Institute. The term “wellness” usually focuses on health, but financial wellness matters, too. Money is routinely the most common stressor in American Psychological Association stress surveys, and as we know, stress kills...

Published in Wealth Management
Monday, 09 March 2020

How is the coronavirus infecting the market?

Written by The Rehmann Team

While it may appear that we are getting through the initial market shock, coverage of the coronavirus continues and as the scope of the virus remains uncertain, it is common for the global market to follow suit. Equities detest uncertainty. The market’s reaction to the coronavirus are justified — events like this certainly have negative impacts on the economy and short-term growth. There will be a point in time when the scope of the impact becomes clearer and stability should return shortly after...

Published in COVID-19
Monday, 17 February 2020

Hidden Gem: HSAs in Retirement

Written by Forefield, Inc.

When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA). HSA in a nutshell An HSA is a tax-advantaged account that's paired with a high-deductible health plan (HDHP). You can't establish or contribute to an HSA unless you are enrolled in an HDHP...

Published in Wealth Management
Monday, 17 February 2020

Market Outlook | Q1 2020

Written by The Rehmann Team

Economy In its quarterly global economic update, the International Monetary Fund (IMF) trimmed its outlook for global growth in 2020 from 3.4 percent to 3.3 percent since its last forecast in October 2019. Weakness within the Indian economy was the largest detractor to the outlook...

Published in Wealth Management
Wednesday, 22 January 2020

Tips for targeting your retirement savings goal

Written by Broadridge Investor Communication Solutions, Inc

What if you're saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of life's toughest challenges, it may help to focus less on the big picture and more on the details. Regularly review your assumptions Whether you use a simple online calculator or run a detailed analysis, your retirement savings goal is based on certain assumptions that will, in all likelihood, change. Inflation, rates of return, life expectancies, salary adjustments, retirement expenses, Social Security benefits — all of these factors are estimates...

Published in Wealth Management
Thursday, 16 January 2020

New spending package includes sweeping retirement plan changes

Written by Forefield, Inc.

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. While many of the provisions offer enhanced opportunities for individuals and small business owners, there is one notable drawback for investors with significant assets in traditional IRAs and retirement plans...

Published in Wealth Management
Tuesday, 17 December 2019

Key retirement and tax numbers for 2020

Written by Forefield, Inc.

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2020. Employer retirement plans Employees who participate in 401(k), 403(b), and most 457 plans can defer up to $19,500 in compensation in 2020 (up from $19,000 in 2019); employees age 50 and older can defer up to an additional $6,500 in 2020 (up from $6,000 in 2019). Employees participating in a SIMPLE retirement plan can defer up to $13,500 in 2020 (up from $13,000 in 2019), and employees age 50 and older can defer up to an additional $3,000 in 2020 (the same as in 2019)...

Published in Wealth Management
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