Can I rollover mom’s IRA into my IRA?

Derrick Chandler, CFP, fee-only financial advisor Orlando

 Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE Act of 2019, most non-spouse inheritors whose benefactors die in 2020 or later have only one requirement – the inheritor must take all the money out of the Inherited…

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How do I protect my portfolio against inflation?

Mike Salmon 40 under 40

 How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years ago. This loss of purchasing power, otherwise known as inflation, is a reality that investors must deal with prudently. Inflation is a fact of life. Inflation seems to be…

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Decision making in the face of uncertainty

Decision making in the face of uncertainty When markets rise or fall ten percent in a day and your account values oscillate by thousands of dollars along with those shifts, it is easy to become concerned about short term market behavior. Concern would be a perfectly normal reaction. However, what you do with your concern…

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Moisand Fitzgerald Tamayo wins prestigious national award

Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT AwardTM   November 4, 2019 – (Orlando) – Moisand Fitzgerald Tamayo, LLC was honored today by Schwab Advisor Services with the 2019 Trailblazer IMPACT AwardTM. The firm was recognized for its efforts to improve the quality of advice, raise the bar for ethics…

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What does an inverted yield curve mean for your investments?

What does an inverted yield curve mean for your investments? The short answer to this question is “almost nothing.” The longer answer is because our clients’ portfolios are well constructed, clients can use this episode to gain more confidence knowing they will make good decisions whenever bad markets arise. What is an inverted yield curve? Most…

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Managing investment taxes

Managing investment taxes Managing investment taxes is an essential part of any good financial plan. For most clients, by far the largest expense incurred during their investment lifetime is income taxes. The goal of one’s tax planning should not be the avoidance of paying taxes per se, as few can do that. The goal should…

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