Equity markets continued to move higher in the second quarter, and the year-to-date and 1-year rolling returns are looking superb! Almost too good to be true, some would say. But the uptrend continues as the pandemic is waning and the economy is booming. Let us not forget where we were one year ago – swimming…
Inherited IRAs
Losing a friend or family member is tragic. No one looks forward to it, but it happens. And if you get a notification that you have just inherited an IRA – you’ll need to know what your options are. So what are they? Rules have changed regarding inherited IRAs. And for some reason, I’ve seen…
Post-Pandemic Travel Tips
Summer is here. And for the first time in a long time, travel is becoming a real possibility. I just traveled with the family and felt compelled to come up with some talking points. The pandemic hasn’t disappeared but we’re turning a corner. More people are getting vaccinated against COVID-19 every day, and even more…
5 Things To Know About 529 Plans
A 529 plan is a tax-advantaged savings account designed to encourage saving for future education costs. They’ve been steadily growing in popularity over the 20+ years since they were created by the Internal Revenue Code. Most people know the basics, such as funds can be used for college and can also be tax-free upon withdrawal….
SEP, SIMPLE, or 401K?
I love small businesses! I own one myself, and I can relate to what many of them go through. Many of my clients are small business owners. Previously I wrote broadly about the various retirement accounts available (see article). Now I want to dive a little deeper into the small business options and help others…
Inflation
Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2008….
Are Taxes Going Up?
Will we see higher taxes – as soon as 2022? More spending = higher taxes, right? That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D. What could those tax hikes look like? Let’s consider the possibilities….
Q1 – 2021: Brandon’s Quarterly Market Commentary
For those of you who tend to focus on the performance of your investments, this should be a great time to review your accounts! Specifically, the past one-year has been tremendous for most investments and asset classes. It’s hard to find stocks that have not appreciated from last March until this March, mainly since the…
401(k) Loans
More than half of Americans, participate in their company’s retirement plan. As of 2019, this equates to more than 77 million people. One of these people (a client of mine), recently asked if it was smart to use their 401(k) as a loan option. More specifically, it was a case where the options were: pay…
3 Tax Strategies Available Now
How much longer will you enjoy the tax benefits from the 2017 Tax Cuts and Jobs Act (TCJA) and the 2019 SECURE Act? It’s anyone’s guess, and it’s critical to squeeze out as much upside as possible before the new Biden administration raises taxes for high-net-worth taxpayers as planned. Without careful planning, the current tax…
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