July 9, 2020

Yes, it is complicated

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Yes, it is complicated

Maximizing Social Security retirement benefits for married couples can be complex and requires planning. Knowledge is power, and the better informed you are, the less difficult it will be.

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Oh, what a relief this is

The CARES Act includes a waiver for required minimum distributions for 2020 from defined contribution plans and IRAs. If you’ve already taken it, you can pay it back.

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The demands of caregiving…

Being a caregiver can be both exhausting and rewarding, but the personal financial strain it can cause must be recognized and managed. Taking care of your own financial well-being is important.

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BROUGHT TO YOU BY:

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Thomas G. Duffy, CPA/PFS
Partner/ Woodland Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000 Woodland Hills, CA 91367

Tel 818-385-0585
tom@dkllpcpa.com

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Daisy Hom, CPA
Partner/San Diego
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050
daisy@dkllpcpa.com

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Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
Kristopher.Lindley@LPL.com

DK Wealth Management LLC • 4225 Executive Square, Suite 900, La Jolla, CA 92037-1485

Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. Thomas Duffy and Daisy Hom are solicitors to Integrated, compensated for solicitor services. Thomas Duffy and Daisy Hom do not provide investment advice. Thomas Duffy and Daisy Hom are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

The information in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. Integrated Financial Partners and LPL Financial do not provide legal/tax advice or services. Please consult your legal/tax advisor regarding your specific situation.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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