Posts by Retirement by Design
Why You Need to Name Your Beneficiaries
Life insurance and annuities can bring protection and retirement income that help people meet their financial needs and goals. When you buy these items, you get the opportunity to name…
Read MoreWhat Does the New Tax Law Mean for Me?
Late last year, President Donald Trump promised to deliver a “big, beautiful Christmas present” to Americans that would revive an anemic U.S. economy. While the holidays are past, the sound…
Read MoreWhat Does the New Tax Plan Mean for Investing?
About the Author: CHERYL L. CHARBONNEAU, CPA, CFP®, CGMA, is CFO and Director of Tax Operations at Grace Tax Advisory Group, LLC in Southwest Florida. For 25 years, Cheryl worked as a…
Read MoreCalculating Your RMD in 5 Easy Steps
About the Author: Robert E. Grace, JD, CLU, ChFC, RFC is an Investment Adviser Representative and Master Elite IRA Advisor. As Founder & President of Grace Tax Advisory Group, LLC. ,…
Read MoreInfostat | One third of people worry about supporting themselves …
Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to…
Read More8 Things to Know Before the October 16 IRA Recharacterization Deadline
Did you convert your traditional IRA to a Roth IRA in 2016 and now you are reconsidering that move? Did you make a 2016 traditional IRA contribution and later discover…
Read MoreInfostat | 65% say most people need disability insurance …
Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to…
Read MoreDownload: Recharacterizing a Roth Conversion in 5 Easy Steps
About the Author: Robert E. Grace, JD, CLU, ChFC, RFC is an Investment Adviser Representative and Master Elite IRA Advisor. As Founder & President of Grace Tax Advisory Group, LLC. ,…
Read MoreInfostat | 48% say they need disability insurance …
Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to…
Read More3 Mid-Year Tax Planning Strategies for Individuals
About the Author: CHERYL L. CHARBONNEAU, CPA, CFP®, CGMA, is CFO and Director of Tax Operations at Grace Tax Advisory Group, LLC in Southwest Florida. For 25 years, Cheryl worked as a…
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