Ted DeLisi

04/06/2023

04/22/2020

There is a lot to understand about the CARES Act and its impact on your retirement plan. We want to help you unpack the new law and navigate options that can benefit you.

Join us on Thursday, April 23, for our webinar – “Retirement Planning in 2020: Making the CARES Act Work for You” – for insight on:

• How pausing your RMDs can help your retirement plan
• The waiving of the early withdrawal penalty for coronavirus-related distributions
• New loan provisions for 2020
• How to handle qualified charitable contributions
• The benefits of Roth conversions in a down market

Register here: https://bit.ly/2yydyOb

12/11/2019

In this guide, learn how to minimize risk factors, the three stages of spending and what you can do to reduce your financial stress and anxiety. http://ow.ly/Rrlz30q0GE8

12/05/2019

While many people are aware that they pay into the system each year through a payroll tax, few understand that Social Security benefits can be subject to income taxes when claimed. http://ow.ly/bpmT30pYERi

12/04/2019

In this guide, learn how to minimize risk factors, the three stages of spending and what you can do to reduce your financial stress and anxiety. http://ow.ly/ejKh30pYDCb

12/03/2019

As financially minded people, can we take gift-giving back from the noisy billboards and bloated budgets to the connection it was meant to be? Find out our thoughts at http://ow.ly/govE30pYDws

11/27/2019

For many retirees, this momentous event creates apprehension and fear. But, it doesn't have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement. http://ow.ly/Unxa30pWXtQ

11/22/2019

A donor-advised fund (DAF) helps you donate according to your own timeline to the causes that mean the most to you. http://ow.ly/QIFi30pUtXG

11/21/2019

10 Tax-Smart Strategies With December Deadlines:
https://www.forbes.com/sites/rcarson/2019/10/30/10-tax-smart-strategies-with-december-deadlines/