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Retirement Planning

You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

Investing in a 529 plan can be a great way to fund a child’s or grandchild’s education, but what if your loved one doesn’t spend all the funds in the…

AdvicePeriodFebruary 27, 2024

Retirement Planning

Reality vs. Perception: People Retire Earlier Than Planned

Americans’ perception of the age at which they plan to retire often differs from their reality. Most will retire several years earlier than planned, which is why it makes sense…

AdvicePeriodJanuary 16, 2024

News

New Reporting Required for Certain Legal Entities: Does It Apply to You?

Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically file a Beneficial Ownership Information (BOI) report with the U.S. Department of Treasury’s Financial Crimes Enforcement…

AdvicePeriodDecember 21, 2023

Taxes

How to Shrink Your Long-term Capital Gains Taxes

When it comes to investing, what matters most isn’t what you earn—it’s what you keep after taxes. That’s why it’s important to plan ahead to minimize taxes on realized investment…

AdvicePeriodDecember 14, 2023

Taxes

Tax-Smart Charitable Giving Strategies

Just like that, we’re in the thick of the holiday season, also known as charitable giving season. It’s a time to be generous, but you can also be tax savvy…

AdvicePeriodDecember 14, 2023

Retirement Planning

How the Timing of Withdrawals Could Make or Break Your Retirement

The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing money from your retirement accounts. Why Does Timing of Withdrawals Matter?…

AdvicePeriodNovember 16, 2023

Retirement Planning

Summary of 2023 and Future Reduced Medicare Drug Costs

In 2022, Congress passed legislation that included lowering Medicare prescription drug costs. Some provisions took effect at the start of 2023. Others, like the $2,000 out-of-pocket cap on prescription drugs,…

AdvicePeriodNovember 16, 2023

Retirement Planning

How High-Income Households Pay More for Medicare

Medicare, the federal health insurance program for older Americans, is available regardless of income levels. But that doesn’t mean everyone pays the same premiums. There are two areas where high-income…

AdvicePeriodOctober 19, 2023

Wealth Planning

How to Manage Concentrated Stock Positions

Don’t Put All Your Eggs in One Basket When a single stock is more than 10% of your total investable assets, it often means that you’ve had good fortune—an inheritance,…

AdvicePeriodOctober 19, 2023

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Our perspectives are what set us apart.

You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

Reality vs. Perception: People Retire Earlier Than Planned

New Reporting Required for Certain Legal Entities: Does It Apply to You?

How to Shrink Your Long-term Capital Gains Taxes

Tax-Smart Charitable Giving Strategies

How the Timing of Withdrawals Could Make or Break Your Retirement

Summary of 2023 and Future Reduced Medicare Drug Costs

How High-Income Households Pay More for Medicare

How to Manage Concentrated Stock Positions

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