SECURE ACT 2.0: What You Need to Know
With the recent passing of the bipartisan budget bill, a number of substantive changes were also enacted. These changes impact who is eligible for workplace retirement benefits and how they are implemented, how contributions into qualified retirements work, and how distributions from these accounts during retirement work. This article is divided into those three sections to make it easier in …
Believe Them
Early in the morning on November 10th, 2022, Jihye Lee from CNBC published an article with the headline “Sequoia Capital marks down its FTX investment to $0.” In the article, Sequoia is quoted as saying that “a liquidity crunch has created solvency risk for FTX” and “the full nature and extent of this risk is not known at this time.” …
Cash Charitable Contribution Considerations
With the beginning of fall comes another season, one filled with holidays and festivities and cheer. It is also during this time that charities ramp up their fundraising efforts. In fact, according to Charity Navigator (July 2018), a charity-rating/due diligence non-profit, “nearly one-quarter of Americans report making the majority of their charitable gifts in the last quarter of the year, …
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