Mike Valenti, CPA, CFP®, Director of Tax Planning Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. Their Roth counterparts can provide an i …
Published by Mark Lookabill | @LookabillMark It is hard to believe that the 529 Plan is now 20 years old. I often receive the question, “Is a 529 Plan tax deductible?” Over the last two decades, the 529 Plan tax benefit has helped a number of taxpayers absorb some of the costs for college. …
Published by Jason Comes | @Jason_Comes Wealth…What does it mean to you? I ask this to clients and get many different answers. It means different things to different people. One client said they didn’t think they were in the category of “wealth” as they thought you had t …
Published by Teresa Milner There is a very important aspect of your life that you need to plan: beneficiary designations. Keeping your beneficiary designations up to date so your assets go to the loved ones you choose is an important aspect of your planning which is often ignored and/or overlooked.
Time… The thing everyone wants that none of us are able to produce. Time is possibly the most precious of commodities that we can possess. Time is the great equalizer; it cares not how rich or poor we are nor our social status.
The only thing worse than having a conversation about long-term care is not having a conversation about long-term care. A close friend of mine is currently faced with this issue as he grapples with his mom’s recovery from a recent medical incident.
Published by Jake Bleicher and Ron Carson Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function.
