UCLA Alumni Dave Penniall and Vanessa Burnett Honored for Their Outstanding Contributions The UCLA Alumni Association is proud to announce Bridge Advisory as one of the distinguished companies featured in the 2023 Bruin Business 100 under Financial Services. The annual recognition celebrates the entrepreneurial spirit and...
We wanted to make sure all of our clients are aware of the CARES Act provision to forgo taking required minimum distributions (RMDs) in 2020. The IRS has also come out with guidance that allows for any distributions taken thus far in 2020 to be returned...
We don’t need to recite the obvious. You all know by now that COVID-19 has impacted our lives in many ways. Whatever disruption it has caused in your daily lives, we certainly hope you and your loved ones are healthy. This letter is long but has...
Congress passes the SECURE Act, effective 1/1/2020 The SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement”, was signed by the President this week and put into effect as of 1/1/2020. There are some significant changes that impact all of us which we...
Set it and forget it when it comes to Medicare? Not so fast. Waning government funding and “expert” debate over the long-term viability of this Federal Program have contributed to legislative support demanding change. Congress plans to do what it takes to continue supporting reasonably...
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