Top 6 Positive Planning Strategies in a Challenging Environment

Alvina H. Lo |
Wealth Planning
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Amid chaos, there is a silver lining for planning opportunities. Although we are facing many challenges on the health, economic, and market fronts, we would be remiss not to explore the positive ways that your estate plan can benefit from low interest rates and depressed asset values.There are several wealth and estate planning strategies that are particularly attractive in this kind of climate.

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Opportunities and Challenges Under the SECURE Act

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
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The SECURE Act contains many changes for individuals with retirement plans as well as small businesses with retirement plans.The elimination of the “stretch” provisions for most non-spouse beneficiaries of IRAs and defined contribution plans (like a 401(k)) is perhaps the most significant and publicized change that is brought about by the SECURE Act.The Act provides for a later starting date for required minimum distributions (RMDs) from retirement accounts, up to 72 from 70½.

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Understanding the Tax Treatment of Retirement Plans

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
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 Make your retirement planning as tax-efficient as possible under today’s laws.Qualified savings plans and retirement accounts continue to offer taxpayers several options for saving for retirement.There are many additional opportunities and considerations for taxpayers to be mindful of in order to take full advantage of planning for retirement in the most tax-efficient manner.

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