Selected Provisions of Secure Act of 2019
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Required Minimum Distribution (RMD) to begin at 72 |
The age |
We often recommend and have clients doing a Backdoor Roth IRA contribution as part of their retirement planning. While our clients usually engage a CPA to
This is the time of year when many may be spending time with family and/or friends while enjoying the holiday season. It's also the time when people typically
By Philip Lee, CFP®
Are you a Massachusetts resident and saving towards college via a 529 Plan?
I’ve often recommended the Nebraska 529 plan or, more recently
Whew…... so, this current election cycle is over and soon there will be a new administration. In the past two weeks, I find clients who are overwhelmed with the
By Philip Lee, CFP®
Last week my son asked me about charities and why or how people give to others. What a great conversation to have with a son – so I
There are a myriad of strategies for cutting your tax bill leading up to and during retirement. Philip Lee, CFP® is quoted in this recent The Fiscal Times art
Philip is quoted on Roth IRA Re-characterization deadlines, maxing out on retirement plans, as well as the need to establish solo 401(k) plans by December 31
by Philip Lee, CFP®
As the summer wind-down begins it is time to start thinking about upcoming financial planning deadlines:
Sept. 15: Deadline for your
