Rick Alford
  Rick Alford, Founder & CEO
Office 972-731-2539 | Cell 214-762-1905 
October 2019
Social Security Announces 1.6% Benefit Increase for 2020

Social Security benefits will increase by 1.6% in 2020, more than a full percentage point less than the 2.8% cost-of-living adjustment this year...
IRS Weighs-In on RMDs, Fees

R ecent IRS ruling on un-cashed distribution checks may require clients to take required minimum distributions (RMDs) early, warns IRA expert Ed Slott. The IRS warned that un-cashed distribution checks from qualified retirement plans
are taxable.
Ed Slott discusses IRA Maximization with Life Insurance

Do you know how to protect your retirement from being decimated by taxes?

Listen to IRA expert, Ed Slott's timeless advice on retirement...
Stock Market
A note from the Accounting Professor.

Media stories about the stock market are often skewed to scare people out of owning equities. In one sense, there is a good reason for individuals to treat stocks with a certain amount of skepticism...
Successful Retirement List

A well-designed retirement plan will give you the assurance of living your life in confidence, with the retirement that you deserve and have worked so hard for.

Take a look at our list for a successful retirement.
In This Issue
October Spotlight On:
Dallas Arboretum

If you love the fall season as much as we do, you're sure to enjoy a trip to the Dallas Arboretum.

Located in Dallas, this Texas gem is always a delight for long walks and family fun.

Surround yourself with golden leaves, beautiful blossoms, and thousands of pumpkins.  Photo-ops galore!

Don't miss "Autumn at the Arboretum".
This material has been prepared for informational and educational purposes only. It is not intended to provide and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.
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