FCA Corp is a leading global investment management and financial advisory firm, delivering differentiated long-term performance on behalf of clients around the world. Through an integrated approach across our firm, we seek to provide innovative financial solutions and investment vehicles to create lasting value and positive economic impact for our investors, companies, and communities.
Retirement Planning
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019. The Read more...
Taxes
If you are 72 or older by year end, do not forget to distribute your Required Minimum Distribution (RMD) from your IRA for 2022 prior to year-end. If you are concerned your income may be higher than planned and do not need the RMD for cashflow, consider making a Qualified Charitable Distribution. A Qualified Charitable Read more...
Taxes
Sometimes you might have property that has increased in value over time known as appreciated property. In deciding what to do with an appreciated property, it is good to consider the tax benefits of donating appreciated property to a qualified charitable organization. Appreciated property held for more than one year may be donated to a Read more...
