{title} icon

Financial Services Articles

 

Year-End Strategies to Reduce AGI

Year-End Strategies to Reduce AGI

Posted by Brian Kern on October 23, 2019

Reducing your current-year adjusted gross income (AGI) is usually a tax-smart idea.

> Read More
Year-End Tax Planning Moves for Small Businesses

Year-End Tax Planning Moves for Small Businesses

Posted by Kerry Roets on October 17, 2019

Due to political gridlock, federal tax law hasn't changed much since the Tax Cuts and Jobs Act was enacted. Most of the provisions affecting businesses went into effect last year, so the year-end tax planning strategies that worked for 2018 may still be valid for the current tax year, but your specific tax situation might be different.

> Read More
Reap Tax Rewards from Year-End Harvesting

Reap Tax Rewards from Year-End Harvesting

Posted by David Schlein on October 10, 2019

The stock market has experienced plenty of ups and downs this year, so some investors are poised to take big gains for 2019, while others are currently showing losses and many have both. What are the tax consequences if you sell securities?

> Read More
Taxes and Long Term Care Insurance – What Your Need to Know

Taxes and Long Term Care Insurance – What Your Need to Know

Posted by Bryan Staniszewski on September 12, 2019

If you or a loved one needs long-term care, consider purchasing a long-term care (LTC) insurance policy. As a bonus, qualified LTC policies may deliver some tax breaks.

> Read More
Changing Jobs? What Will Become of Your 401(k) Balance?

Changing Jobs? What Will Become of Your 401(k) Balance?

Posted by Bryan Staniszewski on August 29, 2019

Most private-sector employers put you in the driver's seat when it comes to saving for retirement. You might prefer the flexibility of rolling over your accumulated retirement savings into an IRA. This choice assumes, however, that your next employer's 401(k) plan allows you to move money into it from another 401(k) plan.

> Read More
Wealth Planning Opportunity | Spousal Limited Access Trust

Wealth Planning Opportunity | Spousal Limited Access Trust

Posted by Cheryl A. Jankowski on May 09, 2019

Tax reform legislation doubled the federal estate, gift, and generation-skipping transfer (GST) tax exemption to $11.18MM (as indexed for inflation) per person. This created a seven-year window for increased wealth transfer planning.

> Read More
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?