The SECURE Act of 2019 has brought major changes to how IRA and retirement plan assets are distributed to beneficiaries. Understanding RMDs, RBDs, and the distinctions between EDBs and DBs is crucial for navigating these changes.
Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.
For August, the Henssler Research Analysts are closely monitoring signs of life from Small- and Mid-Cap stocks, the continuing tensions between China and Taiwan, and the earnings growth rate for second quarter that is on track to be the highest since late 2021.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains that adding rental properties to your portfolio can boost cash flow and build wealth; however, some may want to consider REITs for liquidity. Make informed decisions to secure your financial future.
Whether you’re a hospital administrator or running a small online retail business, implementing these 7 essential QuickBooks Online practices can boost productivity, accuracy, and trust with your customers and vendors.