DeCesare Retirement Specialists

Investments

Our featured article of the month, Retirement Seen Through Your Eyes, poses a few insightful questions on planning your future years. What will be your purpose? What accomplishes are you intent on fulfilling? What sparks your interest? Long gone are the days of depression era retiree ideas of lounging on the couch waiting for the...

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Our featured article of the month, 2021 Off to a Fast Start, provides a quick summary on the most recent events that occurred during the first few weeks of this new year and the markets' reaction. With a new administration firmly in place, the excitement surrounding the festivities and related activities are expected to subside as the...

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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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