by Mosaic WSG, Ltd. | Aug 24, 2021 | Financial, Retirement, Taxes
The Setting Every Community Up for Retirement Enhancement (Secure) Act fundamentally changed the rules governing distributions from inherited retirement accounts. Inheriting an IRA or 401(k) under the new administration could create several adverse tax consequences...
by Mosaic WSG, Ltd. | Mar 16, 2021 | Financial, Retirement, Videos
This past year highlighted small businesses more than any other. The impact from a struggling economy has not gone unnoticed and the support from local shoppers has made the difference between open and closed for many small business owners. If you own a small...
by Mosaic WSG, Ltd. | Dec 30, 2020 | Financial, Investments, Mosaic Minute
At a certain point in your life, you may receive a large sum of money. Unfortunately, many people do not have the proper knowledge to manage it correctly. I like to call this “Sudden Money.” This money can come from an inheritance, a personal injury...
