This paper is the third of a series addressing retirement planning issues. In the first part, we discussed how to prepare a retirement cash flow forecast. In the second part, we discussed how to prepare a [...]
Living abroad has gained popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an already popular retirement destination for many Americans, recently introduced a new tax incentive that may help further attract foreign retirees.
The Coronavirus-induced sell off in late Q1 2020 rattled investors globally. Markets are now trading at some of the lowest levels of the past three years and many investors are seeing their retirement account balances significantly [...]
Presenters will include partner, Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.
The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law Friday March 27, 2020. The CARES Act delineates a series of relief measures to provide $2 trillion of financial stimulus in reaction to [...]
On December 19th, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was passed as part of a year-end spending bill. This recently passed legislation will impact how retirement plans work for many individuals and [...]
As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act of 2017 that limited state and local tax deductions to $10,000, many clients, particularly [...]
This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]
This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options. As follow-up, the second part will discuss whether there is [...]
Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth [...]