About David D'Ambrosio

David D'Ambrosio is an Assistant Vice President at Karpus Investment Management.

How Safe Is Your Financial & Estate Plan After the SECURE Act?

The Setting Every Community Up for Retirement Enhancement Act of 2019 a/k/a the “SECURE Act” made sweeping changes to expand retirement savings options.1 That’s the good news. The bad news is that it also completely gutted the concept of the ‘stretch IRA’ for beneficiaries of IRAs and similar retirement plans. Under the pre-SECURE Act tax [...]

Year End Investment Checklist

As we approach the end of 2019 there is still time for some very important financial and investment planning items before the calendar turns to 2020. Here are a few to consider if you have not done so already: Retirement Plan Contributions: If you have the opportunity to participate in an employer sponsored plan like [...]