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Retirement by Design

Stay abreast of the stories and headlines that may impact you.

What Does the New Tax Law Mean for Me?

January 26, 2018

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…

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What Does the New Tax Plan Mean for Investing?

January 18, 2018

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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Calculating Your RMD in 5 Easy Steps

December 11, 2017

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. ,…

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Infostat | One third of people worry about supporting themselves …

October 15, 2017

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…

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8 Things to Know Before the October 16 IRA Recharacterization Deadline

October 3, 2017

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…

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Infostat | 65% say most people need disability insurance …

September 28, 2017

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…

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Download: Recharacterizing a Roth Conversion in 5 Easy Steps

September 21, 2017

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. ,…

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Infostat | 48% say they need disability insurance …

September 3, 2017

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…

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3 Mid-Year Tax Planning Strategies for Individuals

August 15, 2017

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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Infostat | Just 20% say they have disability insurance …

August 3, 2017

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…

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