by David Gensler | Sep 10, 2021 | newsletters
People get divorced and people die. Those are just facts of life. And after a divorce is finalized, folks need to put their new lives in order. Changes are made to the beneficiaries on their life insurance policies and wills get changed. New, separate bank...
by David Gensler | Sep 10, 2021 | newsletters
Section 201 of the Setting Every Community Up for Retirement Enhancement (SECURE – our government will do almost anything for an acronym) permits an employer to adopt a retirement plan after the close of the employer’s tax year. This provision applies to plans...
by David Gensler | Sep 10, 2021 | newsletters
In Saturday’s Wall Street Journal, an article appeared on a strategy known as the mega-backdoor Roth conversion. We all know that contributions to a Roth account are made with after-tax dollars and that the earnings grow on a tax free basis. The article referenced...
by David Gensler | Sep 10, 2021 | newsletters
Lost in the tumult of the last few weeks is a rather significant piece of pension legislation that was buried in the Consolidated Appropriations Act, 2021 that was signed into law on December 27, 2020. You know it more for its granting an extra $600 to Americans that...
by David Gensler | Dec 15, 2020 | newsletters
I have read various articles about the impact that the Pandemic is having on married couples and divorce. Some articles suggest that with couples forced to spend more time together, that they have decided to hit the pause button on moving forward with their divorce....
by David Gensler | Dec 15, 2020 | newsletters
Most of the deadlines for various forms of relief provided by the Coronavirus, Aid, Relief and Economic Security (CARES) Act have passed. But not all. However, as we wait for this awful year to finally be over, there are deadlines looming wuth regards to utilizing...
