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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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How filing your 2019 tax return can affect your stimulus check
File now or in July? The recently passed CARES Act includes a provision to send stimulus checks to eligible Americans and their dependents. Eligibility for…
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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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Looking back and looking forward
Looking back and looking forward The turn of the calendar is a natural time to reflect on the past year and look forward to the…
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Should I pay off my mortgage?
Should I pay off my mortgage? One of the most common questions we get, especially as people near retirement is, “Should I pay off my…
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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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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…
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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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What to expect from financial markets
One of the keys to successful investing is understanding what to expect from financial markets. 2018 marked the first calendar year the Dow Jones Industrial…
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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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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…
