Dear Friends,
As we work through the Russia - Ukraine developing situation and the conflicts in Israel, thoughtful planning and ongoing opportunistic adjustments will be more important than ever. Click HERE for a look back at quarter 4 of 2023 and our thoughts for the future.
The SECURE ACT and The CARES ACT: What's in it for ME?
Despite the contentious and partisan US political climate, congress passed NEW legislation in 2019 and in 2020 that will materially affect Retirement, Taxes, and College Savings now and for years to come.
There are several new tax provisions that may require a review of retirement and estate plans that incorporate Qualified (e.g. IRA, 401k, Profit Sharing, etc ) accounts. Click HERE for a short summary of the SECURE ACT. Click HERE for a short summary of the CARES ACT.
Feel free to contact us to have a conversation about any of the content above or to re-evaluate your overall goals and planning.
Thank-You again for your continued trust in our firm to help add clarity and confidence to your future.
Warmest Regards,
Anthony J. Marino, CLU ChFC FLMI
Marino Financial Advisors, (978) 649-2212
Newsletters
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Car Affordability
How much can you afford to pay for a car?
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Lease Payment
How much would your monthly lease payment be?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.