Posts by Dan Moisand

Tax-smart charitable giving

Tax-Smart Charitable Giving Our clients are generous, and their charitable giving reflects their generosity. We love the opportunity to help clients reach their philanthropic goals while using tax-smart charitable giving strategies whenever possible. 2020 has presented hardships for many people and non-profits are stepping up to help. However, many charities are struggling because of fewer…

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How can I protect my portfolio from a post-election drop in stocks?

How can I protect my portfolio from a post-election drop in stocks? Concerned about how this election will come out? You are not alone. Unfortunately, the prevalence of negative campaigning can add to our angst and uncertainty. Fortunately, market history is clear – trying to maneuver a portfolio based on how an election proceeds and…

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How the SECURE Act affects retirement accounts

How the SECURE Act affects retirement accounts Several tax code changes were enacted when the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) took effect on January 1, 2020. We thought it would be more valuable to spare our clients the chore of perusing the 1,770 page document covering the entire bill and…

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What to expect in a stock market recovery

What to expect in a stock market recovery There is an adage in sports, “Pressure is something you feel when you are not prepared.” While preparation does not eliminate all pressure, the sentiment holds truth. It is why coaches run drills and push players in practice. They do not want the pressures of competition to…

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Can I get money from my IRA tax free due to Covid-19?

Can I get money from my IRA tax free due to Covid-19? In response to the Covid-19 pandemic, the CARES Act changed several IRA and retirement plan rules for people of all ages. The Act allows qualified individuals to take distributions during 2020 of up to $100,000 penalty-free, but not tax-free, from their IRAs or…

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