“Setting Every Community Up for Retirement Enhancement Act” The SECURE Act was signed into law on December 20, 2019. Here is a summary of some of the major changes included in this new law that may affect Parkside Advisors clients. We plan to incorporate these changes into our financial and tax planning discussions with clients based on their individual situations. Should you have any more immediate questions or concerns, please don’t hesitate to contact the firm to schedule a call or meeting. Required Minimum Distributions (RMDs) from retirement accounts will start at age 72 now, rather than age 70½ IfRead More
Playing Catch-Up with Your Retirement Planning
If you’re anxious about the status of your retirement planning, we have some tactical advice to put your mind at ease.
When Should I Start Getting Serious About Retirement?
When is the best time to get serious about retirement planning? Audrey Grubman breaks down the retirement planning timeline.
Good, Better, Best – Sustainable Spending Strategies for Retirement
Dillon McGill, CFP® breaks down the most common retirement spending strategies — and the one we favor for our clients.
Should Your Advisor Be a Fiduciary?
Why some advisors have a problem with the new Fiduciary Rule developed by the DOL, and why we champion it at Parkside Advisors.