Sep 18, 2023 | Capaldi Reynolds & Pelosi, Retirement
Allison Fried recently had a conversation with Frank LaRocca on his podcast, “The Divorce Playbook Podcast”. Tune in as she talks about why you might need a Qualified Domestic Relations Order (QDRO), Defined Benefit vs. Defined Contribution Plans, the...
Jan 23, 2023 | Investing, Retirement
Why have the number of Cash Balance Pension Plans tripled in the past decade? For many successful professional practices and business owners, Cash Balance Pension Plans can significantly reduce tax liabilities and can accelerate the growth of owner’s retirement assets...
Jan 22, 2023 | Investing, Retirement
The SECURE 2.0 Act of 2022 (the Act), enacted on December 29, 2022, builds on the SECURE Act of 2019, which increased the age of required minimum distributions (RMDs) and eliminated age restrictions for traditional IRA contributions. The legislation could help...
Jun 3, 2021 | Charitable Giving, News, Personal Finance, Retirement, Tax
Background The Pension Protection Act of 2006 first allowed taxpayers age 701/2 or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their...
Jun 27, 2020 | Retirement
The Coronavirus Aid, Relief and Economic Security (CARES) Act contains provisions that make it easier to withdraw funds in certain tax-advantaged retirement accounts like 401(k)s and traditional Individual Retirement Accounts (IRAs). These temporary changes eliminate...
Feb 14, 2020 | Estate Planning, Retirement, Tax
Late last year, Congress passed bipartisan tax legislation that President Trump promptly signed into law on December 20, 2019. The legislation included the “Setting Every Community Up for Retirement Enhancement (SECURE) Act”, which is mainly intended to expand...
