Foster Group - Financial Planning Insights

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning » Taxes

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

Life is Full of Taxes

Category: Financial Planning » Taxes

By Ross Polking

11/15/2019

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Tax Planning Strategies For 2019: How Can You Act Now?

Category: Financial Planning » Taxes

By Guest Blogger

10/07/2019

Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Taxes

By Zach Dalluge

07/03/2019

While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.