Recent changes in tax laws have resulted in important provisions that have created unique and unprecedented opportunities for charitable minded investors.
The CARES Act, Section 2206 offers an opportunity that benefits both employees and employers. Until the end of this year, employers can pay up to $5,250 toward an employee’s student loans tax-free.
I recently received an e-mail from a client who found a new focus and clarity during his time of transition.
Today we are highlighting four timely topics related to 529 plans and the economic environment: time horizon, left-over 529 funds, tax considerations for college refunds and qualified apprenticeship training programs
The Coronavirus Aid, Relief and Economic Security Act (CARES Act) that was passed March 27th, 2020 includes temporary, but meaningful, changes to laws relating to income planning for 2020.
As we have been advised to exercise our business continuity plan and work remotely, I am surprised by the ease and efficiencies we have uncovered while working together “apart.”
Before anyone makes sudden shifts in their asset allocation strategies based on recent market actions, we believe it is important to keep the following points in mind...
Transitions in a career, sale of a business, retirement, buying or selling a home, children or grandchildren, or other life change can cause stress. This discussion with Ruth Tongen, Senior VP of think2perform, highlights how clients can go through transition in a healthful way.
President Trump signed The Setting Every Community Up For Retirement Enhancement Act of 2019 (The SECURE Act) into law on December 20th, 2019. The thirty-one sections of legislation came at long last through bipartisan efforts throughout 2019, and they include some key changes to decisions, rules, and elections relating to how pre-tax accounts play into retirement income and other financial planning.
Turning your interest into a sustaining hobby is the first step to enjoying those golden years in retirement.