SECURE Act Changes Ahead

Posted on December 20, 2019

Effective January 1, 2020, there will be some big changes for retirement planning due to the SECURE Act that was recently passed. Richmond Brothers is up to speed on all of the changes and we will continue providing our extended family of clients with updates and education for each unique planning situation. Watch the video above for some more insights from Ed Slott Master Elite IRA Group Member and CFP, Dan Vredeveld.

As a quick overview, the SECURE Act:

Eliminates the age limit for making traditional IRA contributions Increases the RMD age to 72 Allows penalty-free...

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Matt’s Minutes - November 2019

Posted on December 9, 2019

Matt covers year-end reminders as well as consumer sentiment heading into the holiday season in this month's 5-minute clip. To learn more about the voluntary separation information he discusses in the video, click here.

No time to watch? Get the closed captions here.

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2019 Holiday Matching

Posted on December 1, 2019

Want to make YOUR charitable gift go farther? This year, Richmond Brothers is offering up to $500 in matching funds for donations made to each of three local non-profit organizations, for a total of up to $1500 in matching funds overall to our community.

Richmond Brothers' team has voted for the 2019 recipients of our matching program and we are pleased to announce we will be awarding the following organizations with a match of up to $500 for each: Toys for Tots, Cascades Humane Society, and the Jackson Community Food Pantry. 

Want to participate with us? Here'...

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Capital Gains/Losses - Now is the time to alert your tax professional

Posted on November 15, 2019

We wanted to be proactive and provide a friendly reminder that this time of year is the perfect time to review your statements for the capital gains/losses section for tax planning purposes. Below are some pointers as you are reviewing your accounts.

Do I have to worry about capital gains/losses for tax purposes?

The rule of thumb here is if you have capital gains/losses in a retirement account, you do not need to worry about them; however, if you have capital gains/losses in a non-retirement account, then you need to pay...

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Matt’s Minutes - October 2019

Posted on November 11, 2019

In this month's market and economic update, Matt covers the market changes since 2018 as well as which sectors are trailing for 2019. Of course, he also discusses steps Richmond Brothers is making given this environment.

Want to read instead? Get closed captions here!

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