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SECURE Act adds apprenticeships and student loan repayment to 529 plans
SECURE Act adds apprenticeships and student loan repayment to 529 plans
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law December 2019 to boost retirement planning. Some of its key provisions gave small businesses easier access to tax-advantaged retirement savings plans, allowed part-time workers to participate in these plans and pushed the required minimum distribution age fro
Joe Walsh Named to 2019 Financial Times 400 Top Financial Advisers
Joe Walsh Named to 2019 Financial Times 400 Top Financial Advisers
Walsh & Associates CEO Joseph Walsh Jr. was named to the 2019 Financial Times 400 Top Financial Advisers. Members must have more than 10 years of experience, at least $300 million in assets under management (AUM) and rank highly in areas of AUM growth rate, compliance record, industry certifications and online accessibility. When Walsh entered
Joe Walsh Named to 2020 Financial Times 400 Top Financial Advisers
Joe Walsh Named to 2020 Financial Times 400 Top Financial Advisers
Walsh & Associates CEO Joseph Walsh Jr. was named among the 2020 Financial Times 400 Top Financial Advisers in the country. Members must have more than 10 years of experience, at least $300 million in assets under management (AUM) and rank highly in six areas including: AUM, asset growth, compliance record, years of experience, industry ce
How to Use and Take Advantage of Net Unrealized Appreciation
How to Use and Take Advantage of Net Unrealized Appreciation
Do you have company stock through a plan with your employer? If so, don’t miss out on a possible tax planning strategy utilizing a net unrealized appreciation (NUA) strategy. NUA is often misunderstood and/or overlooked. Here are some things you should know about NUA, and how it can benefit you when it comes to taxes.  Net Unrealized Appreciat
Your Pet Could Qualify You for a Tax Break
Your Pet Could Qualify You for a Tax Break
Let’s face it – taxes aren’t fun and, although sometimes helpful, neither are the articles written about them. Now that the pressure of the 2017 tax season has come to an end, we thought we’d share something a little more lighthearted for our animal loving readers. What Deductions Can You Get From Your Pet? Do you have an animal that works for you?
How to Handle Your Sudden Wealth
How to Handle Your Sudden Wealth
You’ve heard this cautionary tale before: a lucky soul inherits a new wealth – from the lottery, from family, from fame – only to squander it before their retirement. A sudden influx of wealth can be both an incredibly joyous and stressful experience. In fact, there’s even a stress-related disorder known as “Sudden Wealth Syndrome” that can come wi
Organizing Your Finances When Your Spouse Has Died
Organizing Your Finances When Your Spouse Has Died
Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult. Notify others When your spouse dies, your first step should be to contact anyone who is close to you and your spouse,
How Social Security has Failed Widows and Widowers
How Social Security has Failed Widows and Widowers
The Social Security Administration (SSA) recently released an internal audit1 that was conducted to determine if adequate efforts were made to inform widows and widowers of their option to claim survivor’s benefits. The results showed the answer was a resounding, “No.” The audit showed that a large majority, 82 percent, of beneficiaries who are ent