Newsletters

  • 4th Quarter Dates to Remember
  • Understanding Required Minimum Distributions
  • Questions and Answers on Medicare Re-enrollment
  • Changes Effecting Upcoming Medicare Open Enrollment
  • Clarity on the SECURE Act 10-Year Rule

2024 Q4 Newsletter

  • Transfer on Death Designation (TOD)
  • Question and Answer Related to Gifting
  • Per Stirpes vs Per Capita Beneficiary Designations
  • New Trade Settlement Timeline

2024 Q3 Newsletter

  • How to File an Extension for Your Taxes
  • Questions and Answers Related to Avoiding an Underpayment Penalty
  • Reasons to Consolidate Your Investments
  • How to Reduce Your Income with Qualified Charitable Distributions (QCDs)

2024 Q2 Newsletter

  • 2024 Contribution Limits
  • Financial Freedom Through Roth IRA Conversion
  • Utilizing 529 Plans to fund a Roth IRA

2024 Q1 Newsletter

  • 4th Quarter Dates to Remember
  • Final Thoughts for 2023
  • Avoid Underpayment Penalties
  • The MoveIt Hack: Another Reason to Freeze Your Credit

2023 Q4 Newsletter