Page 2 - Talk of Tequesta- March '20
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Page 2, The Talk Of Tequesta
TequesTa spoTlighT from page 1
Jack and Barbara
Nicklaus founded the
Nicklaus Children’s Health
Care Foundation in 2004
to provide world-class
pediatric care to children
in Palm Beach County
and beyond, raising more
than $100 million to date.
The foundation supports
Nicklaus Children’s
Hospital, which has helped
children from every state in Christine Nixon, Mary
the union and 119 countries. Blaisdell
Photos by Tracey Benson Photography
Barbara Nicklaus, Jane Seymour, Jack Debbie Lipoff, Cameron Neth, Rhonda Nan O’Leary, Barbara Nicklaus, Ali
Nicklaus Titherington Nicklaus
Soula Rifkin, Arlene Fox Lucky DeTray, Jane Seymour
suit what is most important to you. We are celebrating our fourth
decade of providing the highest level of care to our clients.
Our advisors at AAS take the time to get to know you and your
family and take pride in the practice of ‘relationship investing’.
Realizing that your needs and experiences will shift over the years
from Accumulating your Wealth to De-cumulating your Wealth,
our intention is to invest in you as a partner in your process.
The Retirement Planning Specialists Crafting Financial “Our approach gives us a unique perspective that allows us
Solutions with Insight and Integrity since 1980 to create the right plan for you and your investments.”
The experienced team at Asset Advisory Services brings
The Setting Every Community Up for Retirement strength of a unified team approach. Our ‘big-picture’ mindset
Enhancement (SECURE) Act was a bipartisan retirement to financial wholeness keeps us focused on actively retaining
bill that was included in a larger legislative package. It was ‘financial staying-power’ vs. passively pursuing simple ‘financial
Victor Blanquart, Laura Patty McDonald, Christine signed into law on December 20, 2019. management’. This care is what clients have come to count on
Russell Lynn from us throughout the years. Our system of review meetings and
What are some of the Act’s major Changes to Retirement meaningful updates helps us keep a pulse on what is happening
Planning? in your life, and assist you with mapping out new strategies as
Allows for Multiple employer sponsored retirement plans. you navigate each stage of life.
Moves the Required Minimum Distribution (RMD) starting age Is the financial planning process new to you, or are you simply
from 70½ to 72. in need of a second opinion? We are happy to help.
Allows anyone with earned income the ability to contribute to an
IRA after age 70½. Managing your Wealth in Alignment with your Life -
In most instances, eliminates ‘Stretch’ IRAs and now mandates Our 5-Step Approach:
inherited IRAs with most non-spouse beneficiaries (i.e. kids or Discovery – Assessment – Evaluation – Implementation – Adaption
grandkids) must be withdrawn within 10 years.
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Malyn Sheridan, Joy Our clients count on us to review market trends and current
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