Michael Repak January 10, 2020
The tax rule changes enacted as part of the Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, will persuade financial planners and clients to take a fresh look at IRAs in estate plans.
Michael Repak and Debra Roey December 30, 2019
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed by President Trump on December 20, is a game-changer for the U.S. retirement system and is particularly significant for Americans with retirement plans (including IRAs) and companies who sponsor retirement plans for their employees.
Michael Repak November 21, 2019
Senior Estate Planner Mike Repak discusses various techniques to navigate around the wash sale rule.
Michael Repak November 20, 2019
Senior Estate Planner Mike Repak shares tips on what to do before the year wraps up to prepare for the tax season ahead.
Senior Estate Planner Mike Repak explains some common tax filing errors and how to avoid them.
Michael Repak November 12, 2019
Senior Estate Planner Mike Repak explains how establishing an end-of-life health care plan can protect the value of your legacy.
Michael Repak August 6, 2019
Financial Planner Mike Repak discusses the evolution of family conversations on the important topic of college planning.
Michael Repak May 15, 2019
Some business owners plan to sell their business to enable their retirement. Even owners who intend to remain active in their business may want to diversify their holdings simply for the safety it could provide.
Selling a family business is a significant process that is impactful in numerous ways.
Michael Repak April 10, 2019
A Federal Reserve survey released in May of 2018 found that 25% of non-retirees reported having no retirement savings or pension whatsoever.
Michael Repak March 25, 2019
Senior Estate Planner, Mike Repak, discusses the best strategies to fund college education today and provides tips on how to save.
Michael Repak February 19, 2019
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.
Michael Repak December 1, 2015
Senior Estate Planner, Mike Repak, discusses strategies for year-end gifts that can help reduce taxes come filing time.
Michael Repak May 28, 2015
Financial Planner, Mike Repak, discusses written care agreements and how they can protect you.
Michael Repak April 30, 2015
Financial Planner, Mike Repak, discusses viable retirement solutions for business owners.
Michael Repak March 26, 2015
Financial Planner, Mike Repak, discusses some common issues that can affect a business when an owner dies.
To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/