Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in their families, their careers may be interrupted to care for children or elderly parents, which means they may spend less time in the workforce and earn less money than men in the … [Read more...]
Retirement Planning Tips for Women
Recorded Webinar: Charitable Year-End Considerations
Have questions about tax law changes impacting charitable contributions? Key Conversations: Tax-Smart Charitable Giving Strategies Qualified Charitable Distributions (QCDs) Donor-Advised Funds Presenters: Darrell Tierney, CFP® CPA Matt Bellomo, CPA … [Read more...]
Choosing a Beneficiary for Your IRA or 401(k)
**Please note: a previous version of this blog post should have noted that the ability to use your own life expectancy to calculate Required Minimum Distributions may not be available to certain beneficiaries under the SECURE Act. Selecting beneficiaries for retirement benefits is different from … [Read more...]
Windward Passages: How the SECURE Act May Effect You
New Spending Package Includes Sweeping Retirement Plan Changes 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 … [Read more...]
Windward Passages: Caring for Your Aging Parents
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the … [Read more...]