Due Date Approaches for 2023 Federal Income Tax Returns
Tax season is upon us! If you haven’t started gathering your documents for your 2023 tax return, now’s the time. We provide more details on filing extensions and due dates in this tip!
Investing in Stocks and Mutual Funds
Research Analyst Nick Antonucci covers the intricacies of stock ownership, from your percentage stake to the potential benefits, including capital appreciation, and dividends.
Navigating New Rules: Roth IRA Rollover Options for Unused 529 Plan Funds
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan.
In the News: The role of irrevocable life insurance trusts in estate planning
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains strategies for high-net-worth individuals can navigate changing estate tax exemptions using life insurance.
Tax Relief Legislation in Progress
The Tax Relief for American Families and Workers Act of 2024, recently passed by the House, could bring significant changes for parents and businesses. Highlights include potential increases to the child tax credit and accelerated business expense deductions. Stay tuned as the bill moves to the Senate!
Naming Your IRA Beneficiary – More Complicated Than You Might Expect
Planning your IRA beneficiary is crucial! Ensure your assets go where you intend them to. Periodically review your IRA beneficiaries to align with changing circumstances.
The Role of Irrevocable Life Insurance Trusts in Estate Planning
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the generous estate tax exemption limits expire and revert to 2017 levels.
In the News: Found Money: Should You Use an Old 401(k) to Pay Off a Child’s Student Loans?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that parents often want to help their children, but dipping into retirement accounts for student loans may not be the best move.
Trailblazers: Women Who Made Financial History
Celebrating Women’s History Month by honoring trailblazers in finance! Learn about the women who shattered glass ceilings and paved the way for future generations in investing, banking, and economics.
New Employee vs Independent Contractor Rule Effective March 11, 2024
The U.S. Department of Labor issues new rule on employee vs. independent contractor classification! Effective March 11, 2024, the six-factor test replaces the 2021 rule.