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Thought Leaders in a World of Canned Content


CWG Insight Series: CARES ACT Provides Student Loan Payment Opportunity for Business Owners Thumbnail

CWG Insight Series: CARES ACT Provides Student Loan Payment Opportunity for Business Owners

When Congress passed the $2trillion CARES ACT emergency relief plan, most focused on the direct stimulus checks, unemployment benefits and Paycheck Protection Program (PPP) loans, which were all widely covered by the media. There are many other provisions that can be utilized, and today we’ll cover a planning opportunity for business owners who personally have student loans and/or whose employees do.

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CWG Market Commentary: Spring Back for Stocks Thumbnail

CWG Market Commentary: Spring Back for Stocks

As the Coronavirus spread creating various degrees of lockdown from state to state, we have come to appreciate our diversity and adaptability as a nation. The U.S. epicenter is in NYC and Northern New Jersey. Our hearts go out to all who are suffering.

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CWG Insight Series: SECURE ACT Greatly Affects IRA Inheritance Planning Thumbnail

CWG Insight Series: SECURE ACT Greatly Affects IRA Inheritance Planning

The SECURE ACT has eliminated the “stretch” provision as an option for most non-spouse beneficiaries of inherited retirement accounts. Replacing the “stretch” IRA (or stretch 401k), in many instances, is a new 10-Year Rule, which requires that an inherited retirement account be emptied by the end of the 10th year after the year of death. Before we move on to how it works now and why this is such a big change, prior to the SECURE ACT, let’s review how this did, and still does work in some instances.

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