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February 2020

Congress Adds More Uses for College Savings Plans (Sec 529 Plans)

Submitted by Desmond Wealth Management, Inc. on February 20th, 2020

On December 20, 2019, President Trump signed into law the Appropriations Act of 2020, which included a number of tax law changes, including extending certain tax provisions that expired after 2017 or were about to expire, retirement and IRA plan modifications and other changes that will impact a large portion of U.S. taxpayers as a whole.

Tags:
  • Financial Planning
  • tax return
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15 Must-Know Tips for Protecting Your Identity

Submitted by Desmond Wealth Management, Inc. on February 18th, 2020

Written by Dani Arthur 

At some point, we've all wished we could change places with someone else, preferably someone rich and famous. Guess what? There are plenty of people who'd love to be plain-old you, and they'll go to great lengths to get their hands on your identity.

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You, Your Retirement and the SECURE Act

Submitted by Desmond Wealth Management, Inc. on February 15th, 2020

You may have missed the news – buried in a much bigger spending bill and passed in the thick of the holiday season, but after months of nearly bringing it to the finish line, it’s now official: On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.

Tags:
  • Roth IRA
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The Market Has No Memory

Submitted by Desmond Wealth Management, Inc. on February 9th, 2020

by David Booth, Executive Chairman and Founder, Dimensional Fund Advisors

Tags:
  • Portfolio goals
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