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2023 Newsletter
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's Fall 2022 ACE Sarasota Class Schedule
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
Second Quarter 2022 Newsletter
BEAR WITH US There's a bear (market) with us. On June 13, the S&P 500 Index dropped -21.8% from its peak on January 3, officially pushing us into bear market territory. Marked by a -20% drop from a recent market high, bear markets set many investors on edge as economists begin catastrophizing about looming recessions, their doom and gloom ...
Forbes-Best-In-State-2022-image Joe Walsh Forbes Best-In-State 2022
Joe Walsh Named to Forbes Best-In-State Wealth Advisors 2022
Walsh & Associates CEO Joseph Walsh was once again ranked among the Forbes Best-In-State Wealth Advisors for the third year in a row. Advisor rankings are based on quantitative and qualitative factors such as quality of assets under management; client retention and other client-related data; “best practices” within the advisor’s practice and ap
Walsh & Associates Offering Free Financial Literacy Classes Apr 26, 28 & 29 at DeKalb Public Library
Our financial advisors have teamed up with the DeKalb Public Library to provide free in-person financial literacy courses April 26, 28 and 29 for Financial Literacy Month. These programs are a collaboration of DeKalb Public Library and other local partners to share information and resources on personal finance topics.
2022 Retirement Plan Contribution Limits
The IRS contribution limits for 2022 have ticked slightly upward from those of 2021; the maximum employee contribution to a workplace 401(k) or other qualified plan is $20,500 (plus a $6,500 catchup contribution if you are age 50 or older, for a total of $27,000). This limit is for employee elective deferrals and does not include any non-elect
Third Quarter 2021 Newsletter
WHAT'S ALL THIS "TAPERING" TALK? "Tapering" has been in the news lately, but what exactly is it, and why is it newsworthy? A quick review of some of the coronavirus-related monetary policy events may help in understanding how we got here:January 2020: A novel coronavirus reaches the U.S.February 2020: February 28, stock markets report their largest...
Receive Unemployment Last Year? Prepare for the Tax Bill
We all know 2020 was an unprecedented year for job loss as businesses closed due to stay-at-home orders, loss of consumer spending or, at times, just out of an abundance of caution. From September 2019 to February 2020, the U.S. unemployment rate had been holding steady, hovering between 3.6 percent and 3.5 percent—its lowest since 1969.1 Then the