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retirement planning

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

 

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  • 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.

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  • law
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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.

 

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  • retirement planning
  • SECURE Act
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Retirement Basics: Understanding Tax Efficiency

Submitted by Alloy Silverstein Financial Services, Inc. on February 19th, 2020

One of the basics in retirement is to be as tax efficient with your income as possible. In 2019, income tax rates range from 0 to 37 percent, plus a potential 3.8 percent net investment tax. Understanding how these progressive tax rates apply to ordinary income creates a tremendous retirement planning opportunity.

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  • tax planning
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Gradual Retirement

Submitted by Alloy Silverstein Financial Services, Inc. on January 29th, 2020

Not everyone retires the same way – or at the same pace.

Tags:
  • retirement age
  • retirement planning
  • retirement strategy
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2020 Retirement Plan Limits

Submitted by Alloy Silverstein Financial Services, Inc. on January 28th, 2020

As part of your 2020 planning, now is the time to review funding your retirement accounts. By establishing your contribution goals at the beginning of each year, the financial impact of saving for your future should be more manageable.

 

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The SECURE Act

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

Long-established retirement account rules change.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.

Tags:
  • law
  • retirement planning
  • SECURE Act
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Why Should I Think About Retirement Planning?

Submitted by Alloy Silverstein Financial Services, Inc. on November 5th, 2019

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

Tags:
  • financial planning
  • generations
  • retirement planning
  • retirement strategy
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Your Changing Definition of Risk in Retirement

Submitted by Alloy Silverstein Financial Services, Inc. on September 30th, 2019

Some things to consider.

 

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results.

Tags:
  • retirement age
  • retirement planning
  • risk management
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8 Mistakes That Can Upend Your Retirement

Submitted by Alloy Silverstein Financial Services, Inc. on July 31st, 2019

Avoid these situations, if you can.


Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.

 

Tags:
  • debt management
  • financial planning
  • retirement age
  • retirement planning
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