The global coronavirus pandemic has created unprecedented challenges for our families and communities. Many are wondering how we can make an impact during this time of uncertainty. Read on or watch the recorded webinar with Evergreen’s Senior Financial Planner, Katie Vercio, CFP®, CDFA® and Schwab Charitable’s Managing Director, Julia Reed, covering the most important topics for those seeking to make a difference during this crisis.
In a time of increasing uncertainty, cybercriminals are looking to take advantage of individuals looking for information regarding COVID-19. Cybersecurity firms and the FBI are seeing an increasing number of phishing and malware scams, and expect the trend to continue as the virus spreads.
Volatile and declining market conditions can cause panic and anxiety for investors. Remember as we go forward: these dips are what allows for us to take huge advantage of future upswings and help you meet your financial planning goals.
This informative session is a must-listen for owners of IRAs who are heading into retirement. Jeff Otis and Katie Vercio will discuss topics related to required minimum distributions, implications of the recent SECURE Act, Roth IRA conversions, and estate planning considerations.
The SECURE Act of 2019 brings the second major Congressional action for tax and retirement reform in 24 months. These new laws will bring major changes to retirement planning going forward, with key changes geared towards beneficiaries of retirement plans and encouraging participation in employer-sponsored retirement plans. If you have questions about how this legislation impacts your financial plan,
