by Daniel Kukla | Jan 15, 2021 | News Room
By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts had the opportunity to roll those funds back into a...
by Daniel Kukla | Jan 7, 2021 | News Room
The Democratic Party took control of Congress and the White House for the first time in a decade as Electoral College votes were officially counted while two runoff elections for Georgia’s Senate seats were also completed. The Electoral College confirmed Joe Biden as...
by Daniel Kukla | Jan 7, 2021 | News Room
By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic Impact Payments, often referred to as stimulus payments. The direct deposit payments may take several days to post to individual accounts....
by Susan Gerard | Dec 1, 2020 | Moneta's POV, News Room
2020 has been an unusual year to say the least. As we have adapted to “new normals” throughout our lives, following are some important changes to consider as the year closes for your tax strategy. Required Minimum Distributions (RMDs): One normal year-end...
by Daniel Kukla | Nov 20, 2020 | News Room
Retirement for many is a long-awaited, much anticipated event; however, researcher and author, Alan Spector, in his webinar for the MonetaU Speaker Series this week, said that many also have anxiety about it. While the word “retirement” may connote an ending, he said...
by Daniel Kukla | Nov 12, 2020 | News Room
Advisors, have you ever felt frustrated after giving retirement plan participants all the information and tools they need, only to watch them make decisions that are not in their own best interest? Moneta’s Participant Engagement Consultant, Kelli Grelles, was...