Arianna Del Palazzo-Lavallee, Author at Annuity.com

About Arianna Del Palazzo-Lavallee

Arianna Del Palazzo-Lavallee is an accomplished and licensed financial retirement specialist in North Carolina. She is the president of Frank Del Palazzo & Associates, a financial firm serving clients for over 20 years. The philosophy and investing approach at Frank Del Palazzo & Associates are quite different from most. The planning for each client is based on the three stages of a person's financial life and not from the standpoint of "risk tolerance." Arianna's unique approach to Safe Money strategies allows her to provide risk-free market options to each and every retiree. Her clients breathe easy knowing their retirement is safe from market losses. Website: wearesafemoney.com

Office: (919) 776-9835 | Frank Del Palazzo & Associates

Articles by Arianna Del Palazzo-Lavallee

Arianna Del Palazzo-Lavallee

What SECURE 2.0 Means for RMDs

April 7, 2023/in Retirement Planning/by Arianna Del Palazzo-Lavallee, Amy Rushforth

The SECURE Act 2.0, enacted at the end of 2022, significantly changes the rules governing required minimum distributions (RMDs) for owners of traditional IRAs and Roth 401(k) accounts. Here’s what you need to know. First, the age at which owners of traditional IRAs must start taking RMDs is increasing. The original SECURE Act, enacted in […]

The Rise of the Working Woman and Her Quest for Financial Freedom

March 21, 2023/in Retirement Planning/by Arianna Del Palazzo-Lavallee

Leaps and bounds, but still a long way to go. Nothing compares to the feeling of opening the first bank account in your own name. For women, it means so much more than just an account; it’s independence, a sense of security, and a sense of ownership over their own lives and well-being. However, it […]

How to Avoid Probate Court in North Carolina

February 24, 2023/in Estate Planning, Retirement Planning/by Arianna Del Palazzo-Lavallee

Probate court proceedings can be a lengthy and costly process for families of deceased individuals. In some cases, the process can take up to a year or longer. Luckily, there are ways to avoid probate court proceedings in North Carolina. This blog post will outline how individuals can avoid probate court in the state and […]

Does Your 401(K) or IRA Need To Be Rescued?

January 20, 2023/in Investing, Retirement Planning/by Arianna Del Palazzo-Lavallee

Many people are shocked at how much of their tax-deferred balances will be erased by current taxes when funds are withdrawn, and it is not uncommon for these accounts to have amassed seven figures. Little attention is often focused on what will happen to one’s hard-earned money when it comes time to withdraw it from […]