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Helping Heroes Retire

Helping Heroes Retire

Category: Estate Planning

Personal Finances Trump, Biden & Your Taxes

Posted on October 23, 2020 by Gregg Brant

Presidential nominee Joe Biden’s campaign has proposed many major tax reforms as we near the November 2020 election. Much of this reform targets the legislation enacted by President Trump’s Tax Cuts and Jobs Act (TCJA) of 2017. While these are just proposals for the time being, they provide significant insight into the presidential nominee’s position… READ MORE

Personal Finances New Tax Relief for Required Minimum Distributions

Posted on June 24, 2020 by Gregg Brant

The CARES Act, passed earlier this year, enabled any taxpayer with a Required Minimum Distribution due in 2020 from a defined-contribution retirement plan, including a 401(k), 403(b), or an IRA, to skip those RMDs this year. Yesterday, the IRS issued Notice 2020-51, which provides tax relief to individuals who have already taken a required minimum… READ MORE

PUBLISHED IN   Florida Cops Magazine
Personal Finances The “SECURE” Act: Maybe Not So SECURE?

Posted on February 3, 2020 by Gregg Brant

For decades, people have been falling behind with retirement savings. According to the U.S. Bureau of Labor Statistics in 2018, only 55% of the adult population was participating in a workplace retirement plan. A recent study from Vanguard published in 2019 show that the average person 65 years old or older has just $58,035 in… READ MORE