The Tax Benefits of Your 401(k) Contributions
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, explains the tax benefits received when contributing to your traditional 401(k) or Roth 401(k).
Seize the Moment: Essential Financial Steps Before Year-End
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline.
In the News: Maximizing philanthropy and minimizing tax with qualified charitable distributions
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains a tax-savvy approach to philanthropy that also allows seniors to maximize their financial position during retirement.
2023 Year-End Tax Planning Opportunities Are Here
Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.
Taxes and Holiday Gift Giving
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits.
Maximizing Philanthropy and Minimizing Tax with Qualified Charitable Distributions
Excerpt: Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough not to need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and still receive tax benefits.
December 2023 Market Minute
For December, our Research Analysts are keeping a close eye on the Employment Situation and any increases in the unemployment rate, the year’s final Federal Reserve meeting, and if a Santa Claus Rally can sustain market through the holiday.
In the News: Mutual funds vs. individual stocks in the modern investment landscape
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the old advice of investing in mutual funds first, then, once you reach a certain asset amount, broadening your investments with individual stocks.