Elevated Wealth Blog
At Elevated Wealth Management, we want our clients to feel comfortable and confident throughout the decision-making process. However, we understand financial jargon often gets in the way of understanding. That’s why we created this blog: to break that barrier.
Read and watch our latest posts below. Then, check back weekly for more news you need to know.
The coronavirus stimulus package, known as the CARES Act, working its way through Congress is expected to waive required minimum distributions (RMDs) from retirement savings accounts for 2020, granting a reprieve for retirees age 70½ and older who might otherwise be required to sell low and take distributions just when the stock market has nosedived in recent…Read More
Americans are living longer. There’s a 1 in 3 chance that one member of a couple will live to at least age 95, according to the EBRI. That means they need to plan for a retirement that could last 30 years or more. But nearly half of pre-retirees (48%) say their only source of retirement…Read More
The rules on when retirees must take required minimum distributions (RMDs) changed as of Jan. 1, 2020, thanks to the SECURE Act, which was signed into law on Dec. 20, 2019. Under the old rules, anyone with money in an IRA was forced to take an RMD every year starting at age 70½. The SECURE Act now delays…Read More
Market Trends to Watch The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of finance is fluid, and so are we. As our lives evolve, it’s important to review and sometimes make adjustments to our…Read More
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