How to avoid gift taxes
How to avoid gift taxes We have received several inquiries this year from clients who want to make a financial gift to a family member but were concerned about gift taxes. For most U.S. citizens, even...
View ArticleEstate planning documents needed regardless of net worth
Estate planning documents needed regardless of net worth There are several estate planning documents needed regardless of net worth. For the last few decades, the topic of estate planning has tended to...
View ArticleMoisand Fitzgerald Tamayo wins prestigious national award
Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT AwardTM November 4, 2019 – (Orlando) – Moisand Fitzgerald Tamayo, LLC was honored today by Schwab Advisor...
View ArticleCan I buy real estate in my IRA?
Can I buy real estate in my IRA? You cannot buy a personal residence in your IRA but you can buy other properties. For most people, it is either not practical or not a good idea. Here a few of those...
View ArticleCan I get money from my IRA tax free due to Covid-19?
Can I get money from my IRA tax free due to Covid-19? In response to the Covid-19 pandemic, the CARES Act changed several IRA and retirement plan rules for people of all ages. The Act allows qualified...
View ArticleHow the SECURE Act affects retirement accounts
How the SECURE Act affects retirement accounts Several tax code changes were enacted when the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) took effect on January 1, 2020. We...
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