December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 19, 2024
Landing the Beast
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates by a half percentage point. Read more about the decision and what it means for the market and interest rates.
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 02, 2024
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
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 28, 2024
The Goldman Group Joins Janney in Ponte Vedra, Florida
We’re pleased to announce the addition of The Goldman Group in Ponte Vedra, Florida. Previously associated with Wells Fargo Advisors, this experienced team expands our presence in northeast Florida, and is a testament to Janney being a destination for advisors seeking autonomy and the resources of a large firm.
May 01, 2024
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 15, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
April 11, 2024
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 14, 2024
Seven Janney Financial Advisors Named Barron’s Top 1,200 State by State Advisors
Congratulations to the seven Janney Financial Advisors recognized by Barron’s as Top 1,200 State by State Advisors. We’re proud to support them with the resources and tools they need to deliver personalized, comprehensive wealth management advice.
March 01, 2024
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
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 11, 2024
Janney Closes Acquisition of Middle Market Investment Bank TM Capital
We’re pleased to announce the closing of our acquisition of TM Capital, a premier middle market investment bank specializing in M&A advisory. The acquisition continues the growth of our Capital Markets Group and makes Janney one of the largest investment banks in Atlanta.
January 03, 2024
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 07, 2023
9 Considerations for 2023 Year-End Tax Planning
As the year draws to a close, it's important to consider tax planning strategies to minimize your tax burden and maximize your savings. Here are a few key considerations:
- Explore Roth conversions to take advantage of lower tax rates.
- Take your required minimum distributions (RMDs) from retirement accounts.
- Consider charitable giving to avoid capital gains tax and claim a tax deduction.
- Make qualified charitable distributions (QCDs) directly from your IRA to a qualifying charity.
- Keep tabs on proposed tax legislation and update your estate plan accordingly.
Read this article for additional strategies to consider before the beginning of 2024.
