Posts by Grace Advisory Group
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 beneficiaries who will receive distributions after you pass away. This article provides insight into why you name beneficiaries and how that helps protect you and…
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 and fury continues as pundits on both sides of the political spectrum debate the long-range ramifications of the “Tax Cuts and Jobs Act,” the first…
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 CPA, which included 10 years as a partner in an accounting and wealth management firm in Naples. Subsequently, she earned the Certified Financial Planner® (CFP)…
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. , he has helped thousands of clients prepare for retirement through his proprietary planning process. Grace is also a best-selling author and radio show host. Learn more about Bob.…
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 schedule a meeting. Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…
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 the contribution was not deductible? Did you contribute to a Roth IRA, not knowing that your income was above the limits for eligibility? If you…
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 schedule a meeting. Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…
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. , he has helped thousands of clients prepare for retirement through his proprietary planning process. Grace is also a best-selling author and radio show host. Learn more about Bob.…
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 schedule a meeting. Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…
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 CPA, which included 10 years as a partner in an accounting and wealth management firm in Naples. Subsequently, she earned the Certified Financial Planner® and…
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