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Key Provisions of the CARES Act

Submitted by Alloy Silverstein Financial Services, Inc. on April 1st, 2020

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.

 

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1

 

To put this monumental legislation in perspective, Congress earmarked $800 billion for the Economic Stimulus Act of 2008 during the financial crisis.1

 

Tags:
  • law
  • retirement planning
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The CARES Act: Highlights for Individuals and Retirement Plans

Submitted by Alloy Silverstein Financial Services, Inc. on March 30th, 2020

On March 27, 2020 President Trump signed into law the Coronavirus Aid Relief and Economic Security Act (CARES Act). The CARES Act is a stimulus bill featuring over $2 trillion in measures designed to make a significant impact on the economy and bring relief to individuals and businesses impacted by COVID-19 or the Coronavirus pandemic.

Tags:
  • financial planning
  • law
  • retirement planning
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Managing Emotions and Expectations During Market Uncertainty

Submitted by Alloy Silverstein Financial Services, Inc. on March 24th, 2020

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? In this article, we are going to look at some of the tools that can help you manage your emotions and expectations during market uncertainty.

Tags:
  • economic outlook
  • economy
  • market volatility
  • stock market
  • Read more

Coronavirus & More: The Media's Impact on Your Financial Strategy

Submitted by Alloy Silverstein Financial Services, Inc. on March 24th, 2020

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next?

In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential impeachment in American history. In international news, the latest coronavirus outbreak has hit China, now referred to as COVID-19, leading to closed borders and heightened screening at hospitals worldwide.1

 

Tags:
  • economic outlook
  • economy
  • investment planning
  • retirement strategy
  • world economy
  • Read more

Saving Your Elderly Parents from Financial Fraud

Submitted by Alloy Silverstein Financial Services, Inc. on March 24th, 2020

Talk about precautions with the seniors in your family.

 

Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult Protective Services Association (NAPSA) estimates that only 1 in 44 cases of elder financial abuse are reported. NAPSA also reports that one in nine seniors had been financially “abused, neglected or exploited” within the past year.1      

Tags:
  • fraud
  • identity theft
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Make the Most of Recent Retirement Rule Changes

Submitted by Alloy Silverstein Financial Services, Inc. on March 17th, 2020

Reap the benefits of new laws.

Recent legislation makes changes to popular retirement savings plans like IRAs and 401(k)s. Here are the major changes and how you can benefit from the new rules of the SECURE Act.

 

Tags:
  • retirement planning
  • SECURE Act
  • Read more

Lesser Known Provisions of the SECURE Act

Submitted by Alloy Silverstein Financial Services, Inc. on March 10th, 2020

What younger investors need to know.

 

The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2

 

Tags:
  • 529
  • annuities
  • SECURE Act
  • Read more

Should You Care What the Market Does Each Day?

Submitted by Alloy Silverstein Financial Services, Inc. on March 9th, 2020

​ Focusing on Your Strategy During Turbulent Times. 

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

 

Tags:
  • economy
  • market volatility
  • stock market
  • Read more

A New Year, a New Crisis and Some Good Things, Too

Submitted by Alloy Silverstein Financial Services, Inc. on March 8th, 2020

In case you didn’t notice, 2019 was a year to remember for financial markets.

Tags:
  • economic outlook
  • economy
  • market volatility
  • SECURE Act
  • world economy
  • Read more

8 Tax Tips for Investors

Submitted by Alloy Silverstein Financial Services, Inc. on February 23rd, 2020

Don't ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return. Some things to consider:

Tags:
  • capital gains
  • investment planning
  • tax planning
  • taxes
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