Tag Archives: dustin rinaldi
Dustin Rinaldi on tax changes: 529 plans
Thanks to the Tax Cuts and Jobs Act of 2017, Section 529 plan savings may now be used for K-12 tuition as well as for higher education costs. Over 20 years ago, federal lawmakers authorized states to create tax-exempt “qualified
Meet Dustin Rinaldi Naples FL
Dustin Rinaldi, cfp®, awma®, ea Founder & Wealth Advisor CERTIFIED FINANCIAL PLANNER™ FINRA Series 7, 63, and 65 registrations¹ Life, health, and annuity insurance registrations College of Financial Planning Accredited Wealth Management Advisor Enrolled Agent tax advisor recognized by
Dustin Rinaldi Shares Red Flags that Could Alert the IRS
The IRS audited approximately 1.4 million individual tax returns filed in 2012.1 That amounts to approximately 1% of 146 million individual returns filed that year. However, fewer than one-quarter of those audits involved face-to-face meetings with IRS auditors. The rest
Dustin Rinaldi’s Steps to Keep Retirement Income Flowing
After years of accumulating assets, the time will come for you to begin drawing on those assets to provide income throughout retirement. Before that day arrives, be sure to consider some steps to assist you in keeping your retirement income
Dustin Rinaldi Shares 10 Investment Mistakes You Should Avoid
Who needs a pyramid scheme or a crooked money manager when you can lose money in the stock market all by yourself. If you want to help curb your loss potential, avoid these 10 strategies. 1. Go with the herd.
Planning for Your Long-Term Care from Dustin Rinaldi
According to the U.S. Department of Health and Human Services, 70% of people turning 65 can expect to use some form of long-term care during their lives. But less than one-third of Americans who are 50 or older have begun
Dustin Rinaldi Shares Tips on Surviving Market Turbulence
Most stock market investors are looking for the same result: strong and steady gains of their investments. Dealing with a period of sustained falling stock prices is not easy. All too often, investors react to a sharp drop in prices
