Insights into various financial topics are provided on our blog. Please bookmark this page for your reference.

  • April 06, 2020

    The Coronavirus Pandemic and Your Retirement Accounts—What You Should And Should Not Do

    Most economists expect the Coronavirus outbreak to cause a recession. Since many people made bad financial investment decisions in the last recession, it is important to remind ourselves of what we should and should not do.  First, pause with gratitude if you have a retirement account—nearly half of workers do not. ...
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  • April 03, 2020

    Key Provisions of the CARES Act

    Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees. To put this monumental legislation in perspective, Congress earmarked $800 billion for ...
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  • March 30, 2020

    How Coronavirus-Fueled Investment Losses May Help Cut Your Taxes

    Your portfolio may be in the red, but your tax planning just might be in the green – if you know how to work those losses. Anxiety around the spread of coronavirus, along with recession fears, have sent major stock indexes into a tailspin. While selling out of the market altogether could ...
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  • March 25, 2020

    Does Leaving Maryland Purely for Tax Reasons Really Make Sense?

    Many of our Montgomery County clients dream of moving to a lower-cost area of the country when they retire in order to stretch their retirement savings out further. In particular, they envision saving thousands of dollars every year in taxes by moving to a state with no state income tax ...
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  • March 16, 2020

    When a Windfall Comes Your Way

    What do you do with big money? Sudden wealth can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with jealousy or envy. ...
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  • March 04, 2020

    A Roth IRA’s Many Benefits

    Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies for our clients here at Kendall Capital because it offers ...
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  • February 20, 2020

    Tax Considerations for Retirees

    Are you aware of these potential tax breaks and tax-saving opportunities? The federal government offers some major tax breaks for older Americans. Some of these benefits deserve more publicity than they receive. With frequent changes to the tax code, we encourage you to reach out to an advisor at Kendall Capital ...
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  • February 18, 2020

    That First Distribution from Your IRA

    What you need to know. When you are in your seventies, like many of our clients here at Kendall Capital, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these withdrawals are called Required Minimum Distributions (RMDs). Generally, these distributions from traditional IRAs ...
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  • February 10, 2020

    Are You Ready for Retirement?

    See if you are prepared to begin your retirement by answering four key questions.   How do you know you are psychologically ready to retire? As a start, ask yourself four questions.  One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose ...
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  • January 21, 2020

    2019 IRA Deadlines Are Approaching

    Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.  We encourage you to talk to your advisor here at Kendall Capital and a tax professional ahead of these tax and IRA deadlines.      April 1, ...
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