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The East Coast Group

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  • The East Coast Group
    320 Park Ave Fl 14 New York, NY 10022-6815 T: 212.430.2810 F: 646.461.1483 TF: 800.451.0496
  • NYAB-PkAv-PlmBch-3WZ
    250 Royal Palm Way Ste 200 Palm Beach, FL 33480-4356 T: 561.820.2810
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When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
Refresh and renew your portfolio this spring
Review your cash flow and tend to your RMDs as tax season approaches.
Retirement & Longevity
Read
Read
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Economy & Policy
Don’t allow boredom in retirement to get the best of you
When you bid your 9-to-5 adieu, how do you plan to spend your time?
Retirement & Longevity
Read
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
Read
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
How does SECURE Act 2.0 change saving for retirement?
Washington Policy Analyst Ed Mills outlines key components of the new legislation.
Retirement & Longevity
Counting on the Social Security COLA
Three things to keep in mind once higher Social Security benefits start rolling in.
Retirement & Longevity
7 RMD strategies during times of market turbulence
When markets are down, what options do you have for RMDs?
Retirement & Longevity
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity

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The East Coast Group

Raymond James, Alex. BrownRaymond James, Alex. Brown
  • The East Coast Group
  • 320 Park Ave Fl 14 New York, NY 10022-6815
  • T: 212.430.2810
  • F: 646.461.1483
  • TF: 800.451.0496
  • The East Coast Group
  • 250 Royal Palm Way Ste 200 Palm Beach, FL 33480-4356
  • T: 561.820.2810

 

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