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Tag: RMD

RMDs Waived But Mortgage Rates Not Following Bond Market

Recently, I wrote about the April 15 tax filing date being extended to July 15 and the presumption that contributions earmarked for 2019 would also be extended. The IRS confirmed that this week. I also wrote about converting your Traditional IRA to a ROTH IRA, something everyone should consider. Additionally, the recently passed $2 trillion CARES Act did something that I do not believe has ever been done before. It waived the need for people over the age of 70 […]   Read More
Paul's Insights
Date: April 21, 2020
Paul Schatz, President, Heritage Capital

Top Financial Tips to Year-End

This year-end is a very unusual one. Not only will the presidency be changing in early 2017,  but Congress will now join the party in power for the first time since the 2008 election and 111th Congress. That means for the most part, any legislation that passes Congress will likely be signed into law by the president. Before you dismiss this as a political post, read on. Because Speaker of the House, Paul Ryan, has been in power for several […]   Read More
Paul's Insights
Date: December 21, 2016
Paul Schatz, President, Heritage Capital

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