September 2018 – MRA Advisory Group
Parsippany, NJ - USA
+1 844.672.7623
support@mraadv.com

Month: September 2018

MRA Advisory Group Sits Down with Beth Roccisano

  MRA Advisory Group interviewed Beth Roccisano. Here’s what we learned:   Beth Roccisano, age 23, has experience as a licensed esthetician for 3 years. After graduating from Christine Valmy Beauty School in May of 2015, Beth accepted her first job with a team of licensed estheticians located in Westwood, NJ in June of that year. Over the course of those three years, Beth has built a strong following throughout Bergen County, New Jersey. Below,…
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Estate Management Checklist

    Tip: One key difference between a will and a living trust is when they take effect. A will takes effect when you die; a living trust takes effect when you execute it and begins to operate when you transfer assets to it. Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your…
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Six Most Overlooked Tax Deductions

  Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax bill. Reinvested Dividends: When your mutual fund pays you a dividend or capital gains distribution, that income is a taxable event (unless the fund…
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Is a SEP-IRA Right for Your Business?

    If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement plan for your business can become a casualty. The idea of establishing a plan could evoke worries about complicated reporting and administration. If this sounds familiar, then you may want to consider whether a Simplified Employee Pension (SEP) may be right for you. A SEP can be established by…
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IN THE NEWS – Morris Retirement becomes MRA Advisory Group

  A Registered Investment Advisor (RIA) in the New Jersey financial services arena has unveiled a major rebranding, designed to bring the organization forward and better reflect its recent growth and expansion of the comprehensive range of financial advisory services available. Previously known as Morris Retirement Advisors, the Registered Investment Advisor (RIA) Firm will begin doing business as ‘MRA Advisory Group’. The announcement comes after the firm decided to capitalize on its recent growth and…
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