Second quarter 2022 issue of Wealth Management Insights publication titled, “Understanding the Impact of Ownership and Beneficiary Designations.”
Second Quarter 2022 Wealth Management Insights Publication
Proposed Changes for IRA Beneficiaries Under the SECURE Act
The SECURE Act brought significant changes to the retirement planning landscape. The wide-sweeping legislation impacted retirement plans in numerous ways, which are covered in this article.
Basic Tax Considerations When Selling Real Estate
When you sell real estate and make a profit, you may be taxed on that gain. When it comes to the sale, both how the property was used and the length of time you’ve owned the property will impact your taxation.
Considerations for Strategic Tax and Wealth Planning in 2022
Here are highlights of the 2022 key financial figures that, depending on your stage of life, may impact your tax planning this year.
Life Expectancy and Wealth Planning
Preparing to Sell a Business
For many owners, selling or transitioning their business often ranks as the most important financial decision of their lives. Not only is this decision often highly emotional, but many additional factors exist that require careful attention and evaluation.
First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money
Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”
Wealth Management Insights: Valuing the Resources of Time and Money
‘Tis the Season for Gifting
With the hustle and bustle of the season around us, many are considering the good cheer they can share with others. For those of the mindset that it is better to give than receive, here are some guidelines on making financial gifts.
Wrapping Up 2021 With a Bow: Year-End Planning
As we approach the hectic holiday season, we encourage you to pause and review your personal finances before we close the books on 2021.
Considering Medical Expenses in Retirement
As we plan for retirement, we also start to contemplate the reality of increasing healthcare expenses. Here are some important considerations in your planning.
Year-End Insights: Certain Strategies for Uncertain Times
Video recording of the webinar hosted on October 13, 2021 titled, “Certain Strategies for Uncertain Times.”
Fourth Quarter 2021 Wealth Management Insights: Certain Strategies for Uncertain Times
Five Tips to Mitigate Cybersecurity Breaches
Katherine Russell, IACCP®, shares tips to help prevent cybersecurity breaches. Technology support services are one of many offerings from Octavia Group, our family office solution for clients.
Wealth Management Insights Video: Protecting Your Assets and the Evolving Retirement Rulebook
Scott Christianson, CFP®, discusses the SECURE Act and other changes that retirees and those planning for retirement should know.
Backdoor and Mega Backdoor Roth Strategies
If you are looking for ways to increase your tax-advantaged retirement savings, it may be worth exploring the concepts of the backdoor Roth, and the newly popular mega-backdoor Roth. If the circumstances fit and the rules are followed, both strategies allow individuals to save money for retirement without ever paying income taxes on the funds again. Yes, you read that right.
Tax Strategies to Help Navigate the American Families Plan Proposal
Tax policy is being proposed and revised at a furious pace in Washington. Not knowing if, when and in what form the proposals might turn into law, it may be tempting to ignore the process and wait for the final outcome.
Third Quarter 2021 Wealth Management Insights Video
Josh Frankel, CFP®, discusses five questions to talk to your insurance agent about that will help you protect your assets.
A Reality Check on College Costs
In the past 30 years, the cost of your cup of coffee doubled. Medical care costs rose 435%. And college costs? According to a study by J. P. Morgan Asset Management, tuition increased … 822%.
Third Quarter 2021 Wealth Management Insights Publication
Wealth Management Insights Third Quarter 2021: Protecting Your Assets and the Evolving Retirement Rulebook