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Weekly briefing

Events

October 7, 2020, Wednesday: Quarterly Investment Outlook
October 21, 2020, Wednesday: Philanthropic Year-End Strategies
October 28, 2020, Wednesday: Medicare Outlook – Annual Election Period

News

November 10, 2020, Tuesday: Jim Ciprich speaking at the Estate Planning Council of Northern New Jersey
October 27, 2020, Tuesday: Andy Kapyrin on Channel NewsAsia’s Asia First at 7:45pm
September 27, 2020, Sunday: Andy Kapyrin on Bloomberg TV at 6:10pm and Bloomberg Radio at 7:08pm

Insights

Taking Advantage of the Required Minimum Distributions (RMD) holiday
Required Minimum Distributions (RMD) Holiday in 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) for this year.  This RMD holiday…

Videos

Recognition

RegentAtlantic named to Barron’s 2020 list of America’s Best RIA Firms

RegentAtlantic is proud to announce that it has been named to the Barron's 2020 list of America's Best RIA Firms. The independent firm ranking expands to 100 spots this year, and Barron's rankings…

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