Archive - March 30, 2020

1
Update: Tax & IRA Deadline
2
Government Retirement Plans After SECURE Act
3
The Lower The Market Falls The More Important It Is To Stay Invested

Update: Tax & IRA Deadline

Mar 30 2020
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John Bird

John Bird's fascination with social and economic systems gives invaluable context to Albion’s investing and wealth-management strategies. Specializing in complex financial planning issues, client investment policy formulation, and private account portfolio structure, he helps each client chart a course for long-term prosperity. Empowering clients to make educated decisions in an ever-changing world is his passion.

John has received numerous recognitions in national and local publications including Bloomberg Magazine, Worth Magazine, Medical Economics, The Salt Lake Tribune and Deseret News. John currently serves as a member of the CFA Institute, the Salt Lake Society of Financial Analysts, the Utah Estate Planning Council and as Finance Chair on the Board of Trustees of Rowland Hall School. He has also served as a board member for the Utah Chapter of the Financial Planning Association, and as Chairman of the Western Region of the National Association of Personal Financial Advisors.

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Over the past several years, you have seen several posts from Albion’s Senior Wealth Advising team designed to help you and your family make a lifetime of good financial decisions. 

The first step in making any good decision is to understand the relevant facts.  However, given recent events, there have been a plethora of changes that have come out over a very short period.  Understandably, it is difficult for anyone to keep up with all these changes.  

Our goal in this post, and those coming soon, is to help keep you informed on some of the …

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Government Retirement Plans After SECURE Act

Mar 30 2020
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jim@blankenshipfinancial.com (Jim Blankenship) All posts from jim@blankenshipfinancial.com (Jim Blankenship)
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government retirement plans

Photo credit: diedoe

The SECURE Act made sweeping changes to the rules for most inherited retirement plans, effective January 1, 2020. However, not all inherited retirement plans are changed by that date. If plan in question is a government retirement plan, such as a 457 or 403(b) plan, the implementation date is January 1, 2022. There are a few other cases when 2022 is the implementation date as well. Specifically, the 10-year distribution rule goes into effect in January 2022 for the following two situations:
  • Plans maintained pursuant to a collective bargaining agreement (unless the collectively bargained agreement terminates
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The Lower The Market Falls The More Important It Is To Stay Invested

Mar 30 2020
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David John Marotta All posts from David John Marotta
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The lower the market falls, the more important it is to stay invested. Short-term returns should not ruin a brilliant long-term investment strategy. Rebalance your portfolio by selling what has gone up and buying what has gone down. If you can’t stomach rebalancing your portfolio, at least continue to hold. Don’t lose heart and abandon the plan. There is no amount of time or percentage loss after which it is better to give up, sell, and go to cash. It is better to simply remain calm and stay invested. To illustrate that recommendation, here is the average future return… Read More

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