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IRA

Retirement Plan Options for Small Businesses

Submitted by Gouldin & McCarthy, LLC on June 15th, 2020
Tags:
  • 401k
  • Investing
  • IRA
  • Retirement
  • Savings

The SECURE Act Changed Retirement, Estate, and College Plans

Submitted by Gouldin & McCarthy, LLC on February 14th, 2020

There was a little something for everyone in the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, a piece of bipartisan legislation that was attached to the United States federal spending bill and signed into law toward the end of 2019. Here are some of its provisions:1

Tags:
  • 529 Plans
  • College Planning
  • Investing
  • IRA
  • Read more

IRA Deadlines Are Approaching

Submitted by Gouldin & McCarthy, LLC on January 16th, 2020
Tags:
  • Investing
  • IRA
  • RMDs
  • Taxes

End-Of-The-Year Money Moves - 2019

Submitted by Gouldin & McCarthy, LLC on November 6th, 2019
Tags:
  • 401k
  • Charitable Giving
  • IRA
  • Planning
  • Taxes

Qualified Charitable Distributions

Submitted by Gouldin & McCarthy, LLC on March 2nd, 2019
Tags:
  • Charitable Giving
  • IRA
  • RMDs

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Gouldin & McCarthy, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Gouldin & McCarthy, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. No advice may be rendered by Gouldin & McCarthy, LLC unless a client service agreement is in place. 

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