Impacts of the SECURE Act & the “Stretch IRA”

Impacts of the SECURE Act & the “Stretch IRA”

The Setting Every Community Up for Retirement Enhancement (SECURE) Act became effective January 1, 2020.  How does this new law affect you with regards to the “Stretch IRA”?   What’s in the past… Prior to 2020, IRA and ROTH accounts could be used as a powerful...
Winter 2020 Book Reviews

Winter 2020 Book Reviews

Super Pumped: The Battle for Uber By Mike Isaac For those of you who read Bad Blood by John Carreyou, Super Pumped is of a similar vein (pun intended).  The former is a story about a visionary founder who refused to accept that her revolutionary product simply didn’t...
P&A’s Down 20 Rule

P&A’s Down 20 Rule

One of Wall Street’s most famous sayings is “cut your losses and let your profits run.”  In reality, many investors do the opposite, selling winners too early and holding onto losing positions too long (what’s known as the disposition effect).   Behavioral finance...
Key concepts about money to teach your kids

Key concepts about money to teach your kids

When it comes to money, it is never too early to start educating your kids and teaching them good habits.  Here are a few concepts that some of us at P&A have implemented with our own kids.  If you are a parent, or even a grandparent, hopefully these concepts are...
Five implications of the SECURE Act

Five implications of the SECURE Act

Just before Christmas 2019, Congress passed and the president signed the SECURE Act, the most significant update to retirement law in over a decade.  Here are the five biggest implications:   Elimination of Stretch IRAs for non-spouse inheritors: Beginning in...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!