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Roth: Certainty in an Uncertain World

My daughter Olivia will be three years old in a few months. Currently, she’s in the dreaded, “why?” stage and it’s as every bit annoying as I thought it would be.

Estate Planning in the Aftermath of the 2017 Tax Cuts and Jobs Act

Now that it has been almost 16 months since the passage of the 2017 Tax Cuts and Jobs Act (TCJA), it’s time to come up for air and ask the question: what is the overall impact on estate planners and their clients?

Sustainable Draw Rates: Part Three

In part three of the Sustainable Draw Rates Study, we examine results by historical stress testing and reach our conclusion.

The Sustainable Draw Rates Study: Part Two

Part two of the Sustainable Draw Rates Study examines the results of different asset mixes over varying time projections.

The Sustainable Draw Rates Study: Part One

Part one of The Sustainable Draw Rates Study focuses on our Initial Hypothesis and relevant background information.

New Years’ Resolutions for Your Retirement Plan Savings

Now is a great time to revisit your long-term retirement savings goals and the key components of your specific retirement plan. Here are five resolutions you may want to consider at the onset of the new year:

MRA Associates Work-From-Home Policy

3/18/2020 – MRA Associates cares about the health and safety of our clients, our MRA team members and their families, and the community. As we continue to navigate this pandemic and do our part to slow the spread of COVID-19, we have implemented a work-from-home policy.

Our firm is well prepared to continue to serve, support, and advise our clients. Team members have remote access to all systems and processes to ensure continued normal business operations. Please help us to do our part by using telephone and video conferencing for meetings with us until the threat of contagion is significantly reduced.

As your trusted financial partner, we are monitoring the current economic environment, discussing approaches to short-term challenges, and developing innovative solutions. Please know that we are available to you for all of your needs and concerns. Please do not hesitate to reach out to our team if you have any questions.

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