WEEKLY BRIEFING 6.26.20This week at RegentAtlantic we're talking about RMD Holiday and the new guidance issued this week by the IRS. Matt Masterson shares what you need to know when taking RMDs, Required Minimum Distributions.
Retirement Post COVID 19: What's Changed, What's SimilarIn this webinar, RegentAtlantic’s Chief Investment Officer, Chris Cordaro, and Wealth Advisor, Matt Masterson, discuss their views on how the COVID-19 crisis has affected retirement planning.
How the COVID-19 Pandemic May Financially Impact Young HouseholdsRegentAtlantic’s Chief Investment Officer Chris Cordaro and our team of panelists discuss how the COVID-19 pandemic may financially impact young households – specifically Gen X and Millennials.
Partner and Wealth Advisor
Matt counsels and advises families and individuals on financial planning and investment management. Matt joined RegentAtlantic in 2015, bringing with him over seven years of experience working with high-net-worth families and individuals. He is a member of the Management Team, and chair of the Financial Planning Committee, responsible for apprising the Firm on best practices in the areas of tax and estate, among other financial planning areas. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute™ and taught in conjunction with the University of Chicago Booth School of Business. He is a graduate of Ramapo College of New Jersey where he earned a degree in Business Administration with a concentration in Finance. He earned his Certificate in Financial Planning from Fairleigh Dickinson University. Matt is a frequent contributor to RegentAtlantic’s thought leadership and has been quoted in various media publications including The Wall Street Journal.
Matt serves on the Board of Trustees and is Treasurer of Family Promise of Morris County, a non-sectarian, not-for-profit organization dedicated to ending homelessness in Morris County. As a Board Trustee member, Matt shares responsibility for fiscal and strategic oversight and acts as an ambassador to the community. Matt, his wife Aimee, and their daughter reside in Morristown, NJ.