Mircea Sauciuc – Planning Guide
Topics in Planning
So, as of December 19th, 2019, the Qualified Opportunity Zone investment has been updated (for the final time). This is good news as much of the past iterations have been vague or left unanswered. The major updates are, as expected, requirements that must be met to qualify as a Qualified Opportunity Fund (QOF), and also …
Continue reading “Updated: Qualified Opportunity Zones (QOZ/QOF)”
First, it’s been a minute since I’ve posted. I never claimed to be good at posting often. I’m trying and that’s important. It’s been a slightly hectic last few months and that’s what has kept me silent. There are some things I’d like to share, but I first need to gather my thoughts and compose …
I often think about the many conversations with clients that begin this way: “I’ve had [insert various life event] happen to me in the past year or so, all of which made me dip into my savings and/or my retirement account. I felt somewhat okay with my being on track to retire before the event, …
Continue reading “Retirement is never happening…I’m doomed!”
Welcome! This first post isn’t going to be anything too exciting, but rather just a testing ground for real material to be posted here shortly. I’m excited to get this site going and my goal is for this place to be informative and a great reference for anyone to utilize. Many people are confused, or …
Mircea Sauciuc - Planning Guide