These changes can be attributed to two major pieces of legislation: the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and the Coronavirus Aid, Relief, and Economic Security (CARES) Act. We encourage you to reach out to an advisor at Kendall Capital to discuss how this may impact your portfolio and financial plans. Here … Continue reading “Big Changes to Account Rules Make 2020 a Unique Year for Retirement”
Big Changes to Account Rules Make 2020 a Unique Year for Retirement
April 23rd, 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. If you don’t have … Continue reading “The Coronavirus Pandemic and Your Retirement Accounts—What You Should And Should Not Do”
Roth IRA Conversion in the Era of COVID-19
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for investment. It may be time for Middle-Class Millionaires to … Continue reading “Roth IRA Conversion in the Era of COVID-19”
