The Financial Solutions Advisor NEWSLETTER 1Q20
I'm pleased to share with you this quarter's edition of "The Financial Solutions Advisor" NEWSLETTER. The edition includes:
1) Economic and Market Perspectives (2019 Recap | 2020 Outlook)
2) For College Savings, 529 Plans Are hard to Beat
3) Key Retirement and Tax Numbers for 2020
4) Significant Retirement Savings Law Changes Are Coming in 2020
5) Qualified Charitable Distributions: Using Your IRA to Give From the Heart
Please let me know if you have any questions or I can be of service to you. Thank you for your time and make it a great week.