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Chapel & Collins Personal Wealth ManagementChapel & Collins Personal Wealth Management
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    224 Canyon Ave., Suite 110 Fort Collins, CO 80521 T: 970.204.1376 T: 303.325.7787 TF: 888.755.0505
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When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
Refresh and renew your portfolio this spring
Review your cash flow and tend to your RMDs as tax season approaches.
Retirement & Longevity
Read
Read
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Economy & Policy
Don’t allow boredom in retirement to get the best of you
When you bid your 9-to-5 adieu, how do you plan to spend your time?
Retirement & Longevity
Read
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
Read
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
How does SECURE Act 2.0 change saving for retirement?
Washington Policy Analyst Ed Mills outlines key components of the new legislation.
Retirement & Longevity
Counting on the Social Security COLA
Three things to keep in mind once higher Social Security benefits start rolling in.
Retirement & Longevity
7 RMD strategies during times of market turbulence
When markets are down, what options do you have for RMDs?
Retirement & Longevity
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
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In-depth planning from trusted financial guides

Chapel & Collins Personal Wealth ManagementChapel & Collins Personal Wealth Management
  • Fort Collins Office 224 Canyon Ave., Suite 110 Fort Collins, CO 80521
  • T 970.204.1376
  • T 303.325.7787
  • TF 888.755.0505
  • Map & Directions
  • Map & Directions

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