Saving for college with a 529 Plan is a smart move—but what if your child graduates and there’s money left in the account? From changing beneficiaries to rolling funds into a Roth IRA, here are five creative ways to make the most of your leftover 529 savings while avoiding unnecessary taxes.
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Personal Market Reflections
A 30-year industry veteran recently said this was one of the most fascinating times he has seen in his entire career. Here’s what he has to say.
Federal Filing Date Extended (Tax Alert Update)
The due date for filing Federal income tax returns has been extended for all taxpayers. This change does not extend to individual states yet. Here’s what you need to know.
IRS Provides Some Tax Relief
The IRS has extended some relief for taxpayers affected by the ongoing Coronavirus pandemic. Here’s what you need to know.
What to do During Times of Extreme Market Volatility
Investors of all ages are worried. We are experiencing extreme volatility in the global markets. What can you do to stop the bleeding?
How to Properly Report Qualified Charitable Distributions on Your Form 1040
Making Qualified Charitable Distributions can be a great way to maximize your charitable giving. But this strategy must be reported properly at tax time. Learn how to avoid a tax trap.
How Family Wealth Planning Meetings Can Safeguard the Success of Future Generations
Family conversations around wealth can be uncomfortable. But leaving a legacy is about more than just a gift of money. Learn how a family wealth planning meeting can help with wealth transfer and what to share when you have one.
Our View on the Coronavirus and How it is Impacting Markets
The Coronavirus has dominated the news cycle of late, and markets are clearly reacting to the news because the outcome is unknown. Fear is driving decisions to sell, so we want to share our thoughts about this week’s reaction.
Record-keeping Requirements for Charitable Donations
There are many things we can donate to charity – cash, property, clothing, assets. Each one has its own requirement for receiving an income tax deduction. Review this flowchart to learn more.
Change in FICO System Could Affect Your Credit Score
The FICO scoring system is changing – and it could affect your credit score. Find out if your score is likely to go up or down.
Watch the SECURE Act Webinar Recording and Learn if Your Retirement Plans Need to Change
The SECURE Act likely impacts everyone’s retirement and estate planning. Watch this webinar replay to learn about the major changes and what strategies are available to mitigate potential problems.
The Rules of Personal Record Retention
Ever wonder how long you should keep your receipts, statements, and other accumulated documents? Here are some recommended holding periods for a variety of documents you likely have in your cabinet or drawer.
SECURE Act Law Could be Boon for Charities
The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount of money being left to charities. Read why.