Articles From Lumsden McCormick Financial Services

New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions.

Take a look at the economic update for February 22, 2021.

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way — starting in the first year of high school.

Take a look at the economic update for February 15, 2021.

Explaining the many types of 1099 forms and their uses.

This January/February video provides an update and recounts the top events that have affected the market and economy in the last several weeks.

Take a look at the economic update for February 8, 2021.

If an investor chooses a non-human financial advisor, what price could they end up paying?

Take a look at the economic update for February 1, 2021.

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in price on the first day of trading.