From the Desk of Ali A. Criss, CFP  Happy 2020! I hope you are enjoying the start to a brand-new decade. On top of the changes I’m sure you’ve committed to both personal & professional growth… there are sizable changes coming to your retirement savings!  The SECURE Act “Setting Every Community Up for Retirement Enhancement” […]

On December 18th, President Obama signed into law H.R. 2029, which combines the Protecting Americans From Tax Hikes (PATH) Act and the Consolidated Appropriations Act of 2016. A provision of H.R.2029 brings back the ability for eligible IRA participants to take Qualified Charitable Distributions (QCDs) from IRA accounts. The QCD provision is now permanent and is available […]