Blog

Congress Suspends Required Minimum Distributions For 401(k)s And IRAs For 2020, Opening Window To Tax Savings

The bipartisan COVID-19 stimulus bill just signed by President Trump includes welcome tax relief for retirees: The required minimum distribution rules for Individual Retirement Accounts and 401(k)s are waived for 2020. That means that instead of taking money out this year, retirees can keep their investments growing. The RMD waiver applies to 403(b) accounts, SEP IRAs, and SIMPLE IRAs. This...

Steps to Take During the Corona Virus Outbreak

Very obviously, we are not health care professionals. Take medical advice only from qualified medical professionals who know you personally. Medical information from the internet may not be applicable to your personal situation. Verify that the information you’re getting is genuine. News outlets that you’re familiar with or federal and state governments are far more trustworthy than unverifiable Facebook, Twitter,...

Do Annuities And 401(k) Plans Mix?

Once upon a time, retirees received pensions through defined benefit plans. Nowadays, instead, most employees have defined contribution plans—largely in the form of 401(k)s. Other Articles: Using Annuities In 401(k)s: The Debate Continues • One Thing A Divided Washington Can Agree On: Improving Retirement Security Trending Articles: 10 Best U.S. Cities For Residential Property Investment • Steve Sanduski's 5 Steps To Raising $90 Million A Year...

Young adults are told to save for retirement as soon as possible. But is this the best advice?

Young adults have at least one thing working in their financial favor: time. Older adults who are faced with delaying retirement longer than they wish often confide in me that, if they could tell their younger self one thing, it would be to start saving for retirement as soon as possible. But the slow and tedious process of saving can...

How quickly should new graduates start saving for retirement?

Single Mom Built Successful Practice She Now Shares With Her Sons

When Dorothy Bickling began her professional career in 1962, she said she never would have guessed she would be a financial advisor, much less working alongside her two sons, Spencer Betts and Andy Betts. Yet for 17 years, she has been in practice with her family at Bickling Financial Services in Lexington, Mass. The reality has created a full life...

2018/2019 Turbo Tax Guide

If you use TurboTax®, you will be able to import the below information shown on your original or corrected 1099 Tax Information Statement directly into the software. Specific statement information available for download includes: 1099-DIV: Dividends and Distributions 1099-INT: Interest Income1099-MISC:Miscellaneous Income, except for Line 3 (Other income) 1099-B: Proceeds from Broker and Barter Exchange Transactions 1099-OID: Original Issue Discount...

BICKLING FINANCIAL SERVICES

Check your background of your financial professional on FIRNA's BrokerCheck.

The content is developed from sources believed to the providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionala for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on atopic that may be of interest. Advisor Launchpad is not affiliated with the name representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Bickling Financial Services. inc., a registered investment advisor and seperate entity from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, CO, CT, DC, FL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, TX, VA, WA