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DEMYSTIFYING HOW THE CARES ACT AND IRS HAVE CHANGED 2020 REQUIRED MINIMUM DISTRIBUTIONS (RMDs)

by David Gensler | Aug 11, 2020 | newsletters

Congress often gets chided (and justifiably so) for moving at the speed of a glacier, but there are times when they do act with deliberate speed. The CARES Act was one of those times. They acted quickly to pass legislation that increased the size of loans that...

RETIREMENT – IS IT POSSIBLE IN A POST-COVID WORLD?

by David Gensler | Aug 10, 2020 | newsletters

Tens of millions of Americans are out of work while the stock market’s wild swings are making you dizzy, and you wonder… what are the rules of retirement in this new world we now live in? Has there really been a shift in the tried and true rules to a secure...

DERAILED RETIREMENT STORIES – BAD PLANNING, BAD LUCK OR BOTH?

by David Gensler | Aug 10, 2020 | newsletters

Every day, 10,000 Americans turn 65. Life spans are lengthening and the contingent medical bills that inevitably accompany old age rise as well. Half of American families in the 56 – 61 age bracket had less than $21,000 in retirement savings (based on a study by the...

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