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BerryDunn
BerryDunn Wealth Management
Qualified Charitable Contributions
You can use your IRA to give from the heart. Here are some things to know. Read more...

SECURE Act
What it entails, who it affects, and suggestions on how to plan for what changes it brings. Read more...

4Q Market Update
Strong December caps off terrific year for markets. Read more...


Securities offered through Commonwealth Financial Network, Member www.FINRA.org/ www.SIPC.org. Investment advisory services may be offered through Commonwealth Financial Network, a Registered Investment Adviser, and/or BerryDunn Wealth Management, LLC, a Maine and New Hampshire licensed investment adviser. Advisory services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency or BerryDunn Wealth Management, LLC.
True or False
I turned age 70 ½ in 2019, per the SECURE Act I can now wait until age 72 to begin taking my required minimum distribution (RMD) from my IRA account.
Get the answer...

CONTACT US
Barbara Appleby
JD, MA, AIF
®
Kristin Guibord
MBA, AIF
®


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