Founding partner and CERTIFIED FINANCIAL PLANNER™ Marianne Inforzato recently sat down with Suburban Life Magazine to discuss how Fairman helps clients problem-solve and plan for … Read More
THIS HAS BEEN ANOTHER YEAR OF UNCERTAINTY IN CURRENT EVENTS AND IN U.S. FINANCIAL MARKETS. ONE THING THAT REMAINS TRUE AND STEADFAST IS THE OBLIGATION … Read More
The CARES Act offers some unique retirement planning opportunities relative to RMDs. If you do not need to make a withdrawal to fund cash flow this year, you can avoid an extra tax liability by not taking a distribution—or avoid selling retirement account assets that may be down. And, if you have already taken a distribution in 2020, there may still be time to unwind the transaction.
What impact will rising income tax rates have on my retirement? Do I understand the tax impact of leaving my retirement assets in trust? How will my retirement account distributions impact my taxes? In the current environment, where market volatility has returned and asset values have come down from their highs, there may be some unique opportunities now available for desirable short-term outcomes.
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