Marice Nach was featured in the summer/fall edition of Caregiving Magazine. Along with other industry experts, she responded to questions on the topic of retirement and aging. These include challenges in healthcare affordability, common retirement questions, and social security myths, and more. Click on the cover to read the article.
Marcie Nach Featured in Caregiving Magazine
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Financial Planning
Upcoming Tax Law Changes: Highlighting Secure 2.0 & the Sunset of TCJA 2017
Over the last several years, some significant tax law changes have occurred starting with the passage of the Tax Cuts and Jobs Act (TCJA). Going into effect in 2018, the TCJA marked the single largest overhaul of the tax code since the 1980s.
Investments
Why Tax Efficiency Matters
When evaluating an investment portfolio, most people tend to focus on the return it provides. This is certainly understandable, as it is fairly intuitive. “I put in $100; it’s now worth $110. Therefore, my return is 10%.” However, this leaves out a key part of the overall story – taxes.
Broadly speaking, from the standpoint of most investment and tax professionals, investments can generally be classified as either “tax-efficient” or “tax-inefficient.” I’ll loosely define these terms as follows: