October 23, 2021 | R. W. Rogé & Company

Month

August 2021

The SECURE Act: Required Minimum Distributions (RMDs) and Beneficiary Designations

By Rosanne Rogé, CFP®, CSATM, RFGSM and Christine Parisi, CFP® The SECURE Act (Setting Every Community Up for Retirement Enhancement) that went into effect on January 1, 2020, changed the age at which your Required Minimum Distributions (RMDs) are required to begin from age 70 ½ to age 72. Individuals owning assets in an IRA account...
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529 Plans: More Than the Gift of Education, an Estate and Tax Planning Oasis

By Steven M. Rogé, MBA, CFP®, AIF® Managing Director & Chief Investment Officer Giving the gift of education is a wonderful endeavor, and a frequent financial planning goal of our clients. For those not familiar, a 529 plan is a state administered, tax-advantaged educational savings account in which you would ideally contribute after-tax money to...
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