IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs.
Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an IRA or company plan. By “ALL” … Read more
Your Virtual Meeting Series: Wednesday, July 8th, 2020 at 4pm cst Giving money to charity may seem pretty straight-forward, right? Well, there are several techniques … Read more
What’s the risk of trying a piece of chocolate? Not a whole lot:You won’t like itYou’ll consume some caloriesYou’ll have a bad taste in your … Read more
Bryan J. Sweet, Founder & CEO of Sweet Financial Services, Wealth Advisor, RJFS, Named to 2020 Financial Times 400 Top Financial Advisers
Our very own Bryan Sweet has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers! The list recognizes top financial … Read more
On March 18, 2020 President Trump signed into law H.R.6201, a $104 billion bill that, among other things, requires small employers (those with fewer than … Read more
Click picture below to watch! Our goal is to help our clients stay focused on their dreams by showing them what is possible, regardless of … Read more