DeCesare Retirement Specialists

Investments

Our featured article of the month, 2021 Limits for IRAs, 401ks & More, serves more as a reminder of the contribution limits for retirement accounts along with information on some slight qualification adjustments. IRA contributions for 2020 would be due by the time you file your tax returns or April 15, 2021. For added clarity...

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Our featured article of the month, The SECURE Act, explains a few of the provisions to the current rules regarding Required Minimum Distributions (RMDs) and Inherited IRAs otherwise known as Stretch IRAs. Additionally, continued contributions have been revised as well as changes to multiple employer plans. The most notable changes affecting my clients include the...

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Our highlighted article of the month, TOD or Living Trust?, reviews two simple methods for shielding assets from probate. A Revocable Living Trust is a very effective vehicle used to transfer assets without being hampered by the probate process. They require more work establishing them initially, but once they are setup and funded, they do...

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Our highlighted article of the month, Certain Uncertainties in Retirement, touches on two significant concerns amongst soon to be and existing retirees. Tax structure uncertainty weighs on many reader’s minds as some grim data is being reported concerning unfavorable milestones in the national debt and continued questions regarding Social Security’s future sustainability. Adverse adjustments to...

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