News & Resources – Articles2018-11-29T18:24:53+00:00

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CARES Act Liberalizes 401(k) Withdrawals

Provisions for loans or withdrawals from 401(k) plans have been relaxed for 2020. You can now borrow up to $100,000 or 100% of your balance and pay it back over time. Previously you could borrow $50,000 or 50% of your balance. And now you can suspend payments for 2020. You will still pay interest on the loan (to your account), [...]

By |April 20th, 2020|

A lifeline for businesses impacted by COVID-19 closures

COVID-19 AND YOUR BUSINESS Global governments are deliberately shutting down large parts of their economies in an attempt to slow the spread of the Corona Virus. This is unprecedented and disruptive.  To help companies get through this critical time, the state of Florida and the Federal Government are putting resources in place to help stimulate the economy and help [...]

By |March 24th, 2020|

Methuselah Could Now Make IRA Contributions: SECURE Act

In another nod to a population that is working longer and living longer, the SECURE act repealed the 70 ½ age limit for making IRA contributions.  This provision could be valuable to anyone that continues to work after age 70 ½ and wishes to increase their retirement nest egg. So, Methuselah could still make an IRA contribution.  Of course, Methuselah [...]

By |January 31st, 2020|

SECURE Act Delays RMDs To Age 72 For Future Retirees

The SECURE Act recognizes that many Americans are remaining in the work force until well after age 65, and living longer.  So, one of the many provisions of the act signed into law last week was the delay to age 72 for participants turning age 70 ½ after 2019. If you turned 70 ½ during 2019 or previously there is [...]

By |January 16th, 2020|

Great Grandmother’s Will

What do Aretha Franklin, Prince, Michael Jackson, Amy Winehouse, Bob Marley, Jimi Hendrix, Sonny Bono, and Kurt Cobain have in common? All these mega rich celebrities died without a will. It reminds me about a sad personal family story: My Grandmother didn’t speak to her sister for over 40 years. They both died without ever speaking to each other again. [...]

By |December 13th, 2019|


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