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Will a stock market decline kill my retirement?
Will a stock market decline kill my retirement? Key Points: Those with a sound plan based on realistic goals and expectations who stay diversified, patient,…
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What are the new RMD rules?
Have RMD rules changed? Required Minimum Distributions (RMD) are back in 2021 after a one year COVID-related waiver in 2020. No changes were made this…
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Can I rollover mom’s IRA into my IRA?
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…
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Six common misconceptions empty nesters have about retirement
Six common misconceptions empty nesters have about retirement We have been advising retirees and aspiring retirees for over 20 years. Recently a conversation occurred…
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How do I protect my portfolio against inflation?
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…
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Can Social Security be fixed?
Can Social Security be fixed? Despite the fears stoked during an election year, Social Security is not going away. However, there is a need to…
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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…
