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Newsletters

Your Guide to Monetary Gifting this Holiday Season

With the holiday season officially upon us, many of you are probably looking for a gift that could make a difference for a loved one or wondering what you can do to help your community. A monetary gift is a great way to help a family member or friend, or aid a charitable organization in achieving a goal. But before you open your checkbook, it’s important to keep in mind how gifting can fit into your larger financial plan.

National Retirement Security Week – Understanding what you need to do to live your best financial life in retirement

The week began as a national effort to raise public awareness about the importance of saving for retirement and working toward life savings goals. At Sacks & Associates Wealth Management our goal is to help our clients with their financial security leading up to and throughout retirement, so that they can make the most of their golden years.

Withdrawing Before Age 59.5

What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½? Withdrawing funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty; all distributions are subject to ordinary income tax. However, there are certain situations in which you are allowed to make early withdrawals from a

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