Category: IRA Planning

KF UPdate – Taxes, IRAs, & Market Thoughts

4 Minute Read Good afternoon and Happy Spring!  A beautiful few days in the forecast in upstate New York, golf courses are starting to open, and Syracuse came out with a great performance and win in the opening round of the NCAA tournament!  Things are… Continue Reading “KF UPdate – Taxes, IRAs, & Market Thoughts”

Retirement Planning Changes Coming in 2020

3 Minute Read The SECURE Act was officially passed in congress last week, putting into law the most significant changes in retirement planning in years.  I will be discussing any applicable planning items with each client at their next review meeting.