Retirement Planning

Critical CARES Act Deadlines: August 31 & December 30, 2020!

The Coronavirus Aid, Relief, and Economic Security Act or “CARES Act” was enacted by Congress and signed into law on March 27, 2020. This huge, ...
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SECURE Act Q&A: What You Need to Know
(Updated May 8, 2020)

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted on December 20, 2019 and is now the law. While its primary goal ...
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The Essence of Estate Planning: Let the Journey Begin

At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or ...
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IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?

I.    Introduction and Summary. Most people today have a significant amount of their retirement savings in Individual Retirement Accounts (“IRAs”) or one of many other ...
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Seminar: Medicare, Medicaid and Other Retirement Tools: What you need to know when you and your parents turn 65

Join Diane Weinberg on January 16 when she speaks to the Dunwoody Business Forum about this important topic. For additional details about her presentation, the ...
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