The blog article below was written by Daniel Cohen, CPA, who works as a Director in the Tax Department at E. Cohen and as a Wealth Strategist at Impact Capital. […]
This year may be an opportunistic time for you to convert some or all of your traditional IRA to a Roth IRA. Stock markets around the world are down, which […]
I hope this finds you safe and healthy. The bottom line is we feel the market has more downside before finding a long-term bottom. For that reason, we continue to […]
US stocks (S&P 500) posted the seventh worst percentage decline since WWII (-7.81%). The markets fell, not because of the virus, but because Saudi Arabia announced an oil price war […]
The markets have been moving pretty fast last week and today. Without a process in place, it can be paralyzing. Sometimes doing nothing is the correct move. Other times the […]
“Stocks only go up!” is a joke you may have heard me say over the last few months. It has been true more often than not the last few months. […]
The SECURE legislation—which stands for “Setting Every Community Up for Retirement Enhancement”—puts into place numerous provisions intended to strengthen retirement security across the country. Originally passed by the House in […]
What is It? A Qualified Charitable Distribution is a direct transfer from your IRA custodian to a qualified charity. What’s in It for Me? By contributing your required minimum distribution […]
Our market research summary for the 3rd quarter 2019 is short, concise, and actionable. The goal of this effort is to provide you with an educational executive summary with the […]
A donor-advised fund, or DAF, is a giving vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax deduction and then recommend […]
