#Taxes Turning Unused 529 Plan Funds into Retirement Savings If you’ve invested in a 529 plan to save for a child’s or grandchild’s education, you may be wondering what admin / 9 months Comment (0) (106)
#Taxes Navigating Market Volatility: Stay Calm and Hold Your Ground March was a wild month for the markets, with stock prices experiencing significant volatility. The S&P 500 dropped by around admin / 10 months Comment (0) (109)
#Taxes Smart Charitable Giving: Protecting Wealth While Making a Difference For high-net-worth individuals, balancing the desire to make a meaningful impact through philanthropy with the need to reduce taxes and admin / 10 months Comment (0) (107)
#Taxes SLATs: Balancing Tax Benefits and Flexibility in Estate Planning Irrevocable trusts are well-known tools in estate planning, offering ways to reduce estate tax liabilities, shield assets from lawsuits, and admin / 10 months Comment (0) (116)
#Taxes Three Key Strategies for Tax-Efficient Investing Investing wisely is already a complex task, and when you factor in the tax implications, it can feel even more admin / 11 months Comment (0) (104)
#Taxes Why Bonds Can Still Be a Smart Investment in Uncertain Times The bond market has seen a lot of volatility since the Federal Reserve acknowledged that inflation wasn’t a short-term issue admin / 11 months Comment (0) (108)
#Taxes 3 Key Considerations Before Selling Your Investment Property If you’re contemplating selling an investment property, especially with property values on the rise, it’s important to take a strategic admin / 11 months Comment (0) (123)
#Taxes Why the Recession is Delayed: Understanding the Economic Hold-up In the world of investing and economic forecasting, one of the most dangerous phrases you can use is, “This time admin / 11 months Comment (0) (114)
#Taxes Effective Strategies for Managing Investment Risk As you work toward achieving financial goals such as early retirement, buying a second home, or funding your child’s education, admin / 12 months Comment (0) (110)
#Taxes How Will You Spend Your Time After Retirement? Retirement planning is often focused on financial aspects—ensuring you save enough, understand Social Security, and make the most of Medicare. admin / 12 months Comment (0) (107)