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Galleon Wealth Management

SECURE 2.0: How reforms affect retirement plans

The new year saw new federal legislation (SECURE ACT 2.0) enacted to make it easier for retirement plan participants to save even more, and to make it easier for plan sponsors to offer plans and enroll participants. The SECURE Act 2.0, enacted in 2019, is a follow-up to the SECURE Act, which was enacted [...]

SECURE 2.0: How reforms affect retirement plans2023-12-25T05:23:36-05:00

Calculating Your Required Minimum Distribution (RMD)

Whether you're getting ready to retire or already enjoying it, one thing is true: You want to get the most out of your earnings and protect them from unnecessary fines. This may seem easier said than done, especially when mandatory minimum distribution (RMD) rules change from time to time and RMD and withdrawal strategies have [...]

Calculating Your Required Minimum Distribution (RMD)2026-07-30T03:56:11-04:00

Making the Most of Charitable Donations

Like saving for a home, retirement, or any other long-term goal, charitable giving requires a strategy. Having a formal plan in place and updating it annually can help you achieve your philanthropic goals while maximizing your tax savings. Here are 5 long-term strategies that I regularly share with my clients to help them get [...]

Making the Most of Charitable Donations2026-07-30T03:56:02-04:00

ROTH IRA Benefits

What are Roth IRAs? Why should you consider it? At first glance : A Roth IRA is an individual retirement account that is funded with after-tax money. Roths offers tax-free growth and tax-free retirement withdrawals. However, Roths has many considerations and benefits, including eligibility. A Roth IRA can provide versatility and tax efficiency when [...]

ROTH IRA Benefits2026-07-30T03:55:28-04:00

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