8-Step Year-End Checklist
HARVESTING LOSSES Even in the best of times, not every investment may perform as expected. Tax-loss harvesting refers to selling a security in a taxable brokerage account that is worth […]
Some Retirement Plan Benefits Will Increase for 2025
With the 2025 tax year almost here, there’s news from the IRS about retirement savings. According to a recent announcement from the tax agency (Notice 2024-80), there will be increases […]
Elder Scams: Don’t Take the Bait
Today, virtually everyone is vulnerable to fraud schemes, from teenagers searching social media to middle-aged people making online purchases and senior citizens caught up in Ponzi schemes. But financial exploitation […]
Have You Considered a Backdoor Roth IRA Conversion?
Traditional IRAs are a well-known, tax-deferred retirement saving vehicle. But they come with a major downside: You’re taxed on withdrawals. Roth IRAs eliminate this downside. You can take federal-income-tax-free qualified […]
8 Steps Toward Enhanced Financial Security
During uncertain times, you may be concerned about the effects world events will have on your financial affairs. Of course, there are no absolute guarantees of protection, but shoring up […]
Roth 401(k) Plans Have New Appeal for Employers
The traditional 401(k) plan is the most popular qualified retirement plan in the United States. As of March 31, 2024, Americans held $7.8 trillion dollars in 401(k) plans (out of […]
Do You Qualify for the 0% Tax Rate for Capital Gains and Dividends?
Many people currently qualify for a 0% federal income tax rate on net long-term capital gains (LTCGs) and qualified dividends earned in their taxable accounts. Investment assets that may qualify […]
Take Note of the Distinctive Features of a Roth IRA
For certain individuals, Roth IRAs can offer income and estate tax benefits that are preferable to those offered by traditional IRAs. However, it’s important to take note of just what […]
Webinar: 2023 Year End Planning & Tax Update
On October 30, 2023, we hosted an informational webinar on the latest tax issues, year-end planning opportunities, an overview of recent legislation, and details on how the SECURE Act 2.0 […]
Webinar: Medicare 101 – Your Questions Answered
On September 27, 2023, we hosted an informational webinar about Medicare. Watch this video hear insights on topics such as: What Medicare is, who is eligible for it, and how […]