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BFG In the News: James answers a reader’s question about distributions from an inherited IRA

James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I have an inherited IRA. How soon do I have to take distributions?”, originally published on November 30, 2021. If your inherited IRA falls under the 10-year rule, the IRS has clarified the rule in their publication 590-B...

Financial Planning Taxes Retirement Planning Baron Team Insights

James Suazo Earns ChFC® Designation

We are proud to announce that James Jacob Suazo, ChFC®, of Baron Financial Group, has recently earned the Chartered Financial Consultant® designation. James is fluent in Spanish and helps clients with their investment and financial planning needs. Additionally, he researches and implements technological improvements within the field of financial planning and cybersecurity so Baron can continuously deliver quality services to their clients.

Recognition Baron Team

Continuing Our Tradition: BFG Scholarship in its 11th Consecutive Year

This year we are pleased to award a Baron Financial Group scholarship to two deserving graduates from the Fair Lawn High School Class of 2021 who are continuing their education in a business program – Sydney Gold and Jason Chenu. Continuing our commitment to education and to supporting our future business leaders, Baron Financial Group is proud to help these deserving students further their education.

Philanthropy
Medicare Annual Enrollment – Oct. 15 – Dec. 7, 2021 Thumbnail

Medicare Annual Enrollment – Oct. 15 – Dec. 7, 2021

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2022 Medicare annual open enrollment period for Medicare Advantage and Part D prescription plans begins Oct. 15, 2021 and runs through December 7, 2021. You can change your Medicare Advantage and Part D plans without special enrollment requirements. If you are applying for Medicare for the first time:

Financial Planning Social Security Insurance