Eye On Money May/June 2020
We invite you to check out the new issue of Eye On Money! Inside are articles on:
Retirement savings tips by age. What to do at various ages—your 20s, 30s, 40s, 50s, and 60s—to prepare for retirement.
Recent changes to IRAs and retirement plans. Find out how changes made by the SECURE Act of 2019 may affect you.
Financial and legal tips for new parents. These tips can help you provide a solid financial foundation for your child.
New uses for 529 plan funds. Don’t miss this one if you have money in a 529 education savings plan!
Also in this issue, you can check out articles on the electric vehicle tax credit, increased contribution limits for retirement plans, and market capitalization—what it is and why it matters. Plus, you can take an armchair tour of Kyoto, Japan, discover places to explore from home, and test how much you know about travel destinations from around the world.
Please let us know if you have questions about anything in Eye On Money.
Click on the link to view the latest Eye on Money:
Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.
The views, opinion, information and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. The selection of any posts or articles should not be regarded as an explicit or implicit endorsement or recommendation of any such posts or articles, or services provided or referenced and statements made by the authors of such posts or articles. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting or tax advice.