For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables.
Uncategorized
Greg’s Client Update: May 17, 2021
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are...
Cancellation Postcard
Update form Solis Wealth Management We deeply regret to announce that we will not be hosting our annual Client Appreciation Party at the Hideaway in 2020. Our decision was made out of an abundance of caution for your safety, as well as the uncertainty of...
Email Team Info Sheet
Dear Client, We hope you are staying safe and well! During a recent meeting, we thought it might be helpful to share some more detailed information about our team so that you have a better idea of what each team member typically assists with at Solis Wealth...
Greg’s Client Update 4 27 20
Greg’s Client Update 4/20/20
Updates on Federal Income Taxes and Required Minimum Distributions
In Notice 2020-18, the Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response…
We’re Here For You
We know that these can be frightening times, but we want to assure you that the one thing you don’t need to worry about is us supporting you through them. No one knows what the next days, weeks, or even months might bring, but we remain committed to offering you...