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Day: July 1, 2020

CARES Act Update: IRS Extends Deadline for Required Minimum Distribution Repayment

The IRS issued Notice 2020-51 that clears up any misconceptions about your 2020 RMDs. If you took any RMD withdrawals prior to the suspension of RMDs, you can redeposit your withdrawal to your retirement account by Aug. 31, 2020.

Social Security and Medicare Face Financial Challenges

Read highlights of about the current financial condition and challenges both Social Security and Medicare face.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

  • 770-429-9166

Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

Naples, Fl Office

4850 Tamiami Trail N. Suite 301
Naples, FL 34103

  • 239-467-5500