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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)…
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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…
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Can I buy real estate in my IRA?
Can I buy real estate in my IRA? You cannot buy a personal residence in your IRA but you can buy other properties. For most…
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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…
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What do I do if I miss my required minimum distribution?
What do I do if I miss my Required Minimum Distribution? Required Minimum Distributions (RMDs) are just that – required. The penalty for failing to…
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Why is my charitable donation taxed?
Why is my charitable contribution taxed? Well planned and executed charitable donations should result in tax savings. To get the maximum benefit, you must know the…
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Should I buy gold to protect against a dollar collapse?
Should I buy gold to protect against a dollar collapse? No, you should not buy gold for fear of a dollar collapse. As the video…
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Lessons from the 2008 financial crisis
Lessons from the 2008 financial crisis In September 2008, the brokerage firm Lehman Brothers collapsed due to risky trading in poorly designed securities. This kicked…
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With interest rates low, should I buy dividend paying stocks instead of bonds?
With interest rates low, should I buy dividend paying stocks instead of bonds? No. Dividend-paying stocks are stocks not bonds and cannot be counted on to…
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Preparation is key to financial success
Preparation is key If you have ever attended a closely-matched sporting contest and witnessed a buzzer-beating shot in basketball, an extra inning baseball game, or…
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What hasn’t changed in the new tax law?
With so many changes passed in the new tax code, it is easy to get confused. Many are asking, “What hasn’t changed in the new…
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How can I do tax planning when the tax code is about to change?
With so much uncertainty surrounding tax proposals, many are asking, “How can I do tax planning when the tax code is about to change?” You…
