July 02, 2024
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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 25, 2024
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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 24, 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 23, 2024
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Spring Rain Delay
Federal Reserve policymakers held interest rates unchanged at their recent meeting and have ruled out the necessity of further tightening barring any tail risk to inflation. Read more from our Investment Strategy Group and expectations for the market.
March 22, 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.
March 02, 2024
![Using Life Insurance as a Retirement Planning Tool Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8047c64c6b6e4cd5a109ffa50d2a87b2.jpg)
Using Life Insurance as a Retirement Planning Tool
If you’ve maximized your traditional retirement contributions but want to save more for retirement, cash value life insurance can offer both financial security and a tax-deferred way to accumulate additional funds. Read more and learn if this strategy could be right for you.
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 28, 2024
![A Family Conversation on Estate Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e0e177368c3a4d46ae2e037adda23885.jpg)
A Family Conversation on Estate Planning
Involving family members in your estate planning can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more on how to get started:
February 27, 2024
![Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/cea17c48480643ab9d5f71169c2b9a47.jpg)
Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation (NUA). Learn more:
February 26, 2024
![Simple steps to prepare for tax filing Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/22b0e5e36d0e4b129cdc0c809562f43e.jpg)
Simple steps to prepare for tax filing
When it’s time to complete your tax forms, review this checklist with steps to help ensure a stress-free tax filing experience and also to help maximize your tax planning.
February 01, 2024
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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 08, 2024
![Cash Balance Plans: An Overview Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/6c70f04b2b2c4680842e113ae7fe5f5e.jpg)
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
January 06, 2024
![Outlook 2024 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5f96086f91a14b25b693dae643be8d99.jpg)
Outlook 2024
In its Outlook 2024 report, our Investment Strategy Group outlines their expectations for the economy, equity and fixed income markets, and interest rates for the year ahead. Read more.