Kyle Meyer

At the end of last year, Congress passed a bipartisan spending bill. Included in this bill is the Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act. The provisions of the SECURE Act are effective 1/1/2020 and will have real-world implications for your retirement and legacy planning. In this article,…

“You know…it is a lot different when you are actually retired.” The above quote from a recently retired client points to the challenges of retirement. The change from working and saving to not working and spending from your portfolio is daunting. Layered on top of these “normal” concerns are today’s troubling headlines. This “headline risk”…

Qualified Opportunity Funds (QOFs) have received a lot of attention in the press lately and the expectation is that you will hear more about these funds by year end.   Most recently, QOF’s were prominently highlighted on a recent front page of Sunday’s New York Times.   The attention is due to the tax benefits created by…