News & Insights
Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
July 17th, 2024
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Financial & Retirement Planning |
High Net Worth |
Wealth Management
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making […]
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Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
June 24th, 2024
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By Nate Whitson |
High Net Worth |
Wealth Management
When planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments, […]
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SECURE 2.0: Which Provisions Went Into Effect in 2024?
June 20th, 2024
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Financial & Retirement Planning |
High Net Worth |
Wealth Management
The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement plan and tax laws. Many of […]
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Maximizing Your Charitable Giving for Tax Benefits
November 28th, 2023
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By Jen Danko |
Financial & Retirement Planning |
High Net Worth |
Wealth Management
By: Jen Danko We all wish we could contribute more to those causes and communities we care about most. By thoughtfully strategizing your charitable giving, you have the opportunity to […]
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IRS Issues Guidance on New Retirement Catch-up Contribution Rules
September 11th, 2023
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Financial & Retirement Planning |
High Net Worth |
Wealth Management
In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping new law made some significant changes to so-called catch-up contributions, […]