Broker Check
Eye On Money May/June 2020

Eye On Money May/June 2020

April 13, 2020

We invite you to check out the new issue of Eye On Money! Inside are articles on:

  • Retirement savings tips by age. What to do at various ages—your 20s, 30s, 40s, 50s, and 60s—to prepare for retirement.
  • Recent changes to IRAs and retirement plans. Find out how changes made by the SECURE Act of 2019 may affect you.
  • Financial and legal tips for new parents. These tips can help you provide a solid financial foundation for your child.
  • New uses for 529 plan funds. Don’t miss this one if you have money in a 529 education savings plan!

Also in this issue, you can check out articles on the electric vehicle tax credit, increased contribution limits for retirement plans, and market capitalization—what it is and why it matters. Plus, you can take an armchair tour of Kyoto, Japan, discover places to explore from home, and test how much you know about travel destinations from around the world.

 If you have any questions please feel free to make an phone appointment here.