News, Commentary & Events
Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes, again Orlando, October 26, 2024 – For the second consecutive year, Forbes has named Moisand Fitzgerald Tamayo, LLC (MFT) to its 2024 list of the 250 Top RIA firms in America. MFT…
Read MoreWhat are the new rules about how real estate agents get paid?
What are the new rules about how real estate agents get paid? While both buyers and sellers typically use real estate agents, traditionally, only sellers have paid their agents directly. New commission-related rules went into effect in August which changed how agents can earn commission. To get a handle on these rules and what effect…
Read MoreWhat is gain harvesting?
What is gain harvesting? “Gain harvesting” refers to the practice of selling a holding for a gain in a taxable account, triggering a taxable event, and immediately buying the holding back. The strategy is not applicable to retirement accounts, tax-deferred accounts, and all types of IRAs. Say you own a holding worth $25,000 that you…
Read MoreWhen does the 60-day period for IRA rollovers start?
When does the 60-day period for IRA rollovers start? Today’s question comes from Mike in Celebration, FL. “I want to do a rollover from one IRA to another. I read I have 60 days to get it done but no one mentions when that 60-day rollover clock starts. Is it when the check is cut…
Read MoreMost Common Investing Mistakes
Most Common Investing Mistakes A recent conversation with the son of a client and a new college graduate prompted a question we decided to pose to all our advisors. We asked Charlie Fitzgerald, Ron Tamayo, Derrick Chandler, Mike Salmon, Tommy Lucas, Ryan Osborne, DJ Hunt, and Brad Brescia, all CFP® professionals, “What are the most…
Read MoreHow can I get my tax information to my preparer securely?
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a professional to prepare your taxes, they may have reached out to request your tax information and documents. Your most personal data is on these forms and might include your name, your…
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