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Financial Planning
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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Individuals
Is 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contributions to a Traditional IRA are deducted from taxable income the year made and included in taxable income when withdrawn.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 …
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IndividualsWebinar: Planning Considerations for Today
May 12, 2020 | Financial Planning
Given the current environment and market volatility, uncertain times can highlight the importance of being prepared and they may also present opportunities for making important changes to your current plans. Join us to learn some financial planning strategies that you may want …
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All AudiencesEvolution of Financial Planning
April 30, 2020 | Financial Planning
This week marks Manning & Napier's 50th anniversary. Fifty years ago, our business was founded with unique investment strategies and a determination to always put clients first. Our guiding principles have remained the same over the last half-century, and we have continued to adapt to meet the …
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All AudiencesYour Financial Planning Questions, Answered
April 30, 2020 | Financial Planning
A sudden downturn in the markets usually gets individuals and families thinking about their personal finances. At a time like this, it’s important to make sure your financial plan is still in a place to succeed, no matter how long the volatility may last. Below, we’ve outlined some of the most …
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All AudiencesMaking the Most of Financial Literacy Month During a Difficult Time
April 13, 2020 | Financial Planning
Since 2004, April has been officially recognized as Financial Literacy Month in the US. This is a great time to expand your financial knowledge and effectively apply it to your own financial well-being. During this difficult time, our greatest concern is the health of our clients, employees, …
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IndividualsHighlights of the CARES Act
March 30, 2020 | Financial Planning
Congress and President Trump have come to an agreement on a $2 trillion relief package, called the Coronavirus Aid, Relief, and Economic Security (CARES) Act, to ease the economic impact of the Coronavirus pandemic. This legislation touches all areas of the economy, and we have summarized some …
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All AudiencesControlling Your Controllable
March 26, 2020 | Financial Planning
March has already proven to be an incredibly stressful time for investors. With the continually developing situation surrounding the coronavirus, you should expect more volatility in the weeks to come. So much of what is going on is outside of your control. To help prevent the virus from …
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Individuals