Author - Sam Fawaz, CPA, CFP®

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Minimum Distribution, Maximum Confusion
2
What’s Going on in the Markets February 27, 2022
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Medicare Open Enrollment for 2022 Begins October 15
4
Tax Proposals in Congress Not as Bad as Feared
5
Update on the Enhanced Child Tax Credit

Minimum Distribution, Maximum Confusion

Summary: The RMD 10-year rule substantially reduces the ability of most non-spouse beneficiaries to stretch distributions from an inherited defined contribution plan or IRA after the death of the original owner. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 changed the rules for taking distributions from retirement accounts inherited after 2019. […]

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What’s Going on in the Markets February 27, 2022

Since our last post on What’s Going on in the Markets on January 30, 2022, the market has seen a flurry of volatility trying to come to grips with higher than expected inflation, the Russian invasion of Ukraine, and the coming interest rate increases by the Federal Reserve. Our hearts go out to those suffering […]

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Medicare Open Enrollment for 2022 Begins October 15

Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October 15 and runs through […]

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Tax Proposals in Congress Not as Bad as Feared

The latest tax bill advanced in Congress is notable in its absence of provisions that were expected to be “game changers” (see below). And that’s a good thing for taxpayers. On Saturday, September 25, 2021, the Congressional House Budget Committee voted to advance a $3.5 trillion spending package to the House floor for debate. The […]

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