Client Updates

June 25, 2020:  According to recently-published reports, not only can required minimum distributions (RMDs) from some retirement plans, including IRAs, be waived for the year 2020, but those individuals who have already taken RMDs earlier in 2020 can roll those distributions back into their retirement accounts by August 31, 2020 without penalty, if they wish to do so.  If you are interested in waiving/suspending your RMD for 2020 and have not yet done so--or if you have already taken your RMD and wish to roll it back into your retirement plan--you should consult with your tax adviser soon.


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Never will a man penetrate deeper into error than when he is continuing on a road that has led him to success.

Friedrich von Hayek

Avoid popularity. It has many snares, and no real benefit.

William Penn

The intelligent investor is a realist who buys from pessimists and sells to optimists.  

Benjamin Graham

Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.

Albert Einstein

Inflation is the one form of taxation that can be imposed without legislation.

Milton Friedman