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.