Most retirees who turned 72 in 2022 must take the first required minimum distribution (RMD) from their retirement account by April 1, 2023, according to the IRS. The minimum distribution requirement applies to Individual Retirement Arrangements (IRAs), 401(k)s, and...
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Attorney Jim Ruggiero Will Speak At Jan 16 Seminar: How To Preserve Your Financial Legacy
Do you have a plan for preserving your financial legacy? Are you protecting your beneficiaries and prepared to transfer your wealth to the next generation in the most tax-efficient and secure method possible? Having a carefully crafted plan in place ensures your...
National Estate Planning Awareness Week October 17 – 23, 2022
For Media Are you in need of expert input for an upcoming article? Reach out to a member of the 2022 National Estate Planning Awareness Week Media Referral List. For Councils National Estate Planning Awareness Week was adopted in 2008 to help the public understand...
Attorney James Ruggiero Discusses Trusts on Your Financial Choices radio how
Attorney James Ruggiero discusses Trusts on Your Financial Choices radio show with Laurie A. Siebert, CPA, CFP, AEP. Mr. Ruggiero is a recurring guest on this program. Episode: Trusts 101 Listen to the show: http://yourfinancialchoices.com/show/trusts/