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Tax Planning
Why Proactive Tax Planning is Key to A Strong Financial Plan
Mar 16, 2020
Taxes are often thought about as a once-per-year sprint to file by April 15, but taxes play a much bigger role in your life than that. Taxes touch every aspect of your financial plan from how you save to how you invest to how you spend money. All of your financial decisions have tax consequences, making it important to work...
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Financial Planning
Tax Planning
SECURE Act: Impact on Taxes and Retirement – Lewes Public Library
Feb 5, 2020
Blue Rock Financial Group hosted the February Todd Talk on February 5th at the Lewes Public Library in Lewes, DE. February’s topic was “SECURE Act: Impact on Taxes and Retirement.” We were joined by Special Guest, Alison Houck, CPA & Managing Partner at Faw Casson. Here are some of the key takeaways from the event. For Retirees Required Minimum Distribution...
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