July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 01, 2024
![Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f61d3bf4e13a499d997895853a9dfc8d.jpg)
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 01, 2024
![Tax Information & Forms Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/664cde9a88724c218464bc3d9d85f345.jpg)
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 16, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e5d409cede5448f7bf2869efa0569d5a.jpg)
I’m looking forward to attending Janney’s Elite FA Conference, an annual event to help continue my pursuit of exceeding client expectations. This year’s theme is “Breakthrough To Excellence,” and I can’t wait to hear from keynote speakers, industry leaders and peers about important trends, the market and economy, practice management, and more.
January 03, 2024
![Outlook 2024 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d782cc43f53c47ddb4c7f8ed32d9b3c7.jpg)
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 01, 2023
![9 Considerations for 2023 Year-End Tax Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/81761b635e8f4a6da22b3b8b07a9a656.jpg)
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 06, 2023
![Roth Conversions: A Holiday Gift That Keeps Giving Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/2dd087447a634f1990ffaa78df8e5ef2.jpg)
Roth Conversions: A Holiday Gift That Keeps Giving
As the year-end approaches, a Roth conversion could provide several tax and estate planning advantages. Learn more about the benefits and if a conversion makes sense for you.
November 01, 2023
![Make Long-Term Care a Part of Your Financial Plan Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4d4caf00db5b44be966dca449c8d6cd6.jpg)
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 03, 2023
![Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/6d69b1f3848d40b1b2cf4c9e3bf04a73.jpg)
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 06, 2023
![Making a Charitable Gift? Consider a QCD Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/55acdf5fee0d427da0dacd78d4ed3de9.jpg)
Making a Charitable Gift? Consider a QCD
Should you consider a Qualified Charitable Distribution to satisfy all or part of your required minimum distributions from an IRA while also supporting your charitable giving? Read this article to learn more.
September 05, 2023
![Evaluating Your College Savings Withdrawal Strategy Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c52865c6e0014dee9d1347163b31d339.jpg)
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 21, 2023
![Tax-Smart Charitable Gifting Strategies Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/dc0f15c591b24ce28d1141a132041a8c.jpg)
Tax-Smart Charitable Gifting Strategies
Are you looking to support the charities you care about and save on your taxes at the same time? Learn more about charitable gifting strategies that could fit your situation and financial plan.
August 02, 2023
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8049ea11a4d948378abf8b325708679e.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.