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Stay up-to-date with our latest insights and resources during COVID-19. Learn more
College Planning 101 Questions & Answers with Jodi Atkin
September 18, 2020 | Financial Planning
Jodi Rosenshein Atkin is an independent college admissions counselor in private practice, working with students throughout the United States. She provides personalized guidance to students and families throughout the college choice process, helping them find a "best fit" academically, …
Audience
IndividualsWebinar: Planning for College During COVID-19
August 28, 2020 | Financial Planning
Navigating the college application process is challenging under normal circumstances – add a pandemic into the mix and it’s enough to make your head spin. Watch as our panel of experts discuss strategies for young adults preparing for college and beyond, as well as timely …
Audience
Individuals
Rollover Reminder: Deadline Approaching
August 17, 2020 | Financial Planning
As the end of August quickly approaches, it’s worth reminding retirement account owners and beneficiaries that they have until the end of the month to return (rollover) any Required Minimum Distribution (RMD) amounts withdrawn so far in 2020. Individuals should also ensure that they’ve …
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Individuals
3 Important Considerations When Drafting Your Will
August 11, 2020 | Financial Planning
We often think of August as the “dog days of summer,” but did you know it’s National Make A Will Month? While I didn’t, I can understand why a month has been dedicated to raise awareness about making a will. A will is the most important document in an estate plan because it’s the primary …
Audience
Individuals
Regulation Best Interest and Form CRS
July 27, 2020 | Fiduciary
Form CRS (Client Relationship Summary) and Regulation Best Interest (Reg BI), new regulations adopted by the Securities and Exchange Commission (SEC) a little over a year ago, became effective June 30, 2020. SEC-registered Broker dealers and investment advisors must deliver Form CRS to retail …
Audience
Individuals
Mid-Year Outlook: Staying on Track in a Runaway Market
July 15, 2020 | Investment Themes
The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Investment Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.
Audience
Individuals
Take Advantage of the Extended Tax Deadline
July 07, 2020 | Financial Planning
In response to the Coronavirus pandemic, on March 21, 2020, the Internal Revenue Service (IRS) automatically extended the federal income tax filing due date from April 15, 2020, to July 15, 2020. While talks fell short of extending the deadline past July 15th, the IRS urges taxpayers to request …
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IndividualsUpdate: IRS Releases Guidance on RMD Distributions
June 26, 2020 | Planning for Retirement
In response to the Coronavirus and its impact on the nation’s economy, President Trump signed into law the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) on March 27, 2020. Provisions in the Act waived required minimum distributions (RMD) from tax-deferred retirement accounts …
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IndividualsUnderstanding the SECURE Act: Managing the 10-Year Rule
June 19, 2020 | Investment Management
The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Perhaps the change causing the most planning considerations is the new 10-year rule. Starting in 2020, for IRAs passing to most non-spouse beneficiaries (not including …
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IndividualsIs Now the Time to Convert a Traditional IRA to a Roth IRA?
May 18, 2020 | Planning for Retirement
Traditional and Roth IRAs are two powerful tax-advantaged savings vehicles. The primary difference between the two is that qualified contributions to a Traditional IRA are deducted from taxable income the year made and included in taxable income when withdrawn. On the other hand, Roth …
Audience
Individuals