Sarasota, Florida - April 09, 2024 - Joe Walsh, Jr., an independent LPL Financial Advisor in Sarasota, FL, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Walsh Jr., Founder, CEO, and Wealth Advisor of Walsh & Associates ...
April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health. For anyone who is used to managing substantial wealth, the pressure to sustain success may take a toll on your mental well-being. Here are some of the mental health challe...
Understanding the implications of CPI and PPI is crucial for investors. In the ever-evolving world of finance, staying abreast of economic indicators is crucial for investors looking to make informed decisions. One such key indicator is inflation, which recently made headlines with the release of data in early January 2024. According to ...
The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned income last year, you may be able to contribute up to $6,500 for 2023 ($7,500 for those age 50 or older by December 31, 2023) up until your tax return due date, excluding extensions. For most people, that date is Monday, April 15,...
A client approached us recently with this question: We’re saving money for our daughter’s college education, but she’ll still need a scholarship. What effect will a 529 Savings Plan versus an UTMA have on her eligibility for financial aid? That’s a great question, and one not many parents think to ask. Here’s a breakdown of how these accounts are f...
BENEFICIARY IRA RMD REQUIREMENT PUSHED AGAIN The SECURE Act of 2019 rewrote the rules for non-spouse beneficiaries who inherited IRAs in 2020 or later. While they used to be able to "stretch" their required minimum distributions (RMDs) from inherited IRAs over their lifetimes—thus stretching out the tax bills on their windfalls—the SECURE Act decre...
SECURE 2.0 ACT CHANGES RETIREMENT SAVINGS The SECURE 2.0 Act of 2022, signed into law in December, brings dozens of changes intended to enhance Americans' retirement savings outlook.The main headliner has been the change to the Required Minimum Distribution (RMD) age: SECURE 2.0 pushed the RMD age to 73 for those born in 1951-1959 and 75 for those ...
Joe Walsh Jr is once again presenting financial literacy classes through Adult & Community Enrichment (ACE) at Suncoast Technical College. A program of Sarasota County Schools, ACE provides lifelong learning opportunities to meet the changing needs of the Sarasota community. Joe is a volunteer instructor, so all registration fees go d...