by Michael Lecours, CFP | Jan 14, 2020 | Economy
By now you may have heard about The SECURE Act. As we continue to digest the impact of these new rules, we are seeing some new planning opportunities emerge for our clients. The most important rules changes involve how IRAs are passed to your heirs (or how you inherit...
by Michael Lecours, CFP | Jan 6, 2020 | Economy
I am sharing this article with you because the author does a good job capturing many of the details of the SECURE Act. There are benefits for older individuals (RMD start date moves to age 72 instead of 70.5) and younger ones (use some money in a 529 Plan to pay down...
by Michael Lecours, CFP | Dec 30, 2019 | Economy
“I’m sharing the following article with you because the author does a great job highlighting the economics of holiday gift giving. The 1% rule-of thumb for gift giving was something I never knew before”. – Michael Lecours Gift giving is a big deal...
