Welcome to Summer, 2024! Reunions, fishing and fun are some of the stories you’ll see here! Join us by clicking the picture below to see what all the RFG Team
As tax season 2024 comes to a close, it’s time to look ahead and prepare for potential future tax increases looming on the horizon. Provisions from the 2017 Tax Cuts
Strategic IRA Planning in Your Gap Years If you are in your 60s, you may want to take advantage of your Gap years and do some strategic IRA planning. The
You turn 65 and begin Medicare insurance. Looking at the monthly cost and think that is not so bad. You can easily look up how much your payment is going
Under the Secure Act, there are only 3 types of beneficiaries for 401k plans, 403b plans, and traditional as well as Roth IRA’s. Understand the three types of IRA beneficiaries
Spring is here, 2024! We hope your lawn is green and you’re ready for ball season. Join us by clicking the picture below to see what all the RFG Team
With the national debt exceeding $31 trillion and concerns about potential future tax increases, retirees and those nearing retirement face a critical decision regarding their retirement savings. Here we explore
The Secure Act 2.0 changes the age at which IRA owners must start taking required minimum distributions (RMDs). There is no change for those already taking RMDs; if you are
The Secure Act 2.0 makes 529 plans even more attractive to parents and grandparents. It’s hard to know how much to save for a college education and the new law
