July 22, 2024
![Tax-Smart Charitable Gifting Strategies Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a24aa43b310840ff9340924b283e8947.jpg)
Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.
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 20, 2024
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Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest 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 06, 2024
![Don’t Procrastinate – Establish Your Will Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ee2b8f29c3864039b51bf24f8ca3364d.jpg)
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
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 24, 2024
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April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 15, 2024
![3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/73600bacf13141689ad389d12ef740c3.jpg)
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 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.
April 08, 2024
![Reposition Assets for Tax-Efficient Wealth Transfer Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/04609609de4a4e3daeffdd1b39f78693.jpg)
Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. Here are some ideas to consider.
April 04, 2024
![Look Out For These Top Tax Scams When Filing Your Taxes Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/26210e8064d24933b12773f02a5cf6e8.jpg)
Look Out For These Top Tax Scams When Filing Your Taxes
Tax-related scams tend to spike during tax season. To help protect yourself, check out this list of “Dirty Dozen” tax scams from the IRA and some helpful tips.
April 01, 2024
![Tips for Leveraging 529 Education Savings Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/17c42a16f64d41c0b29758ae0d334500.jpg)
Tips for Leveraging 529 Education Savings Plans
A 529 Education Savings Plan can be a great way to save for your children's or grandchildren’s education. Below are some of the key benefits of a 529 plan:
- Some states allow a tax deduction from (or credit against) state taxes for all or part of your contributions and will not pay any federal tax on earnings as long as the proceeds are used for a qualified education expense.
- The account owner maintains control of the account and determines the amount and timing of distributions.
- There are no income limits, and 529 plans have no time or age limits on contributions or withdrawals.
Read more about the benefits of a 529 plan.
March 21, 2024
![Maximize Long-Term Care Benefits Using an Existing Annuity Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3e798a39744a48fb86accfd0a40be682.jpg)
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
March 12, 2024
At Janney, our Financial Advisors and clients know we have stability they can count on. Can you say the same? Watch this video to hear Janney Financial Advisors and firm leaders speak about how the Janney's financial strength, private ownership, and history of stability is a legacy you won’t find at other wealth management firms.
March 11, 2024
![Which Type of Special Needs Trust Is Right for You? Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0c7e451c56524433856e9f3a2170ab73.jpg)
Which Type of Special Needs Trust Is Right for You?
A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. Read more about the two types of special needs trusts:
March 04, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/9902b5fbd9974d99974a16951550a7ec.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.