Secure Act 2.0: Tax Planning Tips
How does the Secure Act 2.0 affect tax planning? Read about the significant changes in Secure Act 2.0 towards Roth accounts, RMD requirements, and charitable giving.
Entries by Justin D. Rucci, CFP®
Secure Act 2.0: Spending Today, Saving Tomorrow
How does the new SECURE 2.0 Act affect current spending? Read what Justin D. Rucci, CFP® has to say in the blog.
Secure Act 2.0: Summary for Individuals and Employers
What’s in the SECURE 2.0 Act and how does it affect your retirement planning? Learn more about it in our blog!
Tax Loss Harvesting: How to Make the Most Out of Market Volatility
Are you looking to learn more about tax loss harvesting and how it may benefit you during turbulent market conditions? Check out our latest blog where we break down what tax loss harvesting is, the advantages it can offer you, and next steps you can take.
5 Options for Last Minute 2021 Tax Moves
The 2021 calendar year might be over, but that doesn’t necessarily mean that you’re out of luck if you want to make any last-minute tax moves before you file your 2021 return.
What to Expect For Expense Deductions if You’ve Taken a Paycheck Protection Program Loan
With the dawn of the new Paycheck Protection Program, many small businesses have questions about tax deductions.
Eight “Best/Worst” Wealth Strategies During the Coronavirus
Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.
Have You Heard of the “Mega Backdoor Roth IRA”?
Chances are if you are reading this, you’re already at least somewhat familiar with a Roth IRA. While the contribution limit will vary over time, in 2019 the limit is $6,000, plus an additional $1,000 catch up contribution for individuals over the age of 50. This limit is per individual, allowing married couples to contribute […]
Does PG&E’s Recent Bankruptcy Announcement Scare You?
Here Are The Things All Employees Should Be Aware of Regardless of Where You Work By Justin D. Rucci, CFP® As many of you are likely aware, PG&E recently announced a bankruptcy filing as the result of roughly $30B in potential liabilities stemming from recent California wildfires. Regardless of whether or not you work for a […]
End-of-the-Year Money Moves
End-of-the-Year Money Moves Here are some things you might want to do before saying goodbye to 2018. What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then […]