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 06, 2024
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.
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 25, 2024
Generation Z: Different Values, Behaviors, and Perspectives
As Gen Z enters adulthood, their differing values, behaviors, and perspectives will inevitably shape their relationship with money. Read more about these defining characteristics and important considerations Gen Z should think about with their financial planning, and how parents can assist.
January 25, 2024
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.
January 04, 2024
Look Out For These Top Tax Scams When Filing Your Taxes
With tax scams tending to spike from December through April, check out this list of the IRS' “Dirty Dozen” tax scams and some tips on how to stay protected including:
- Never give out information, especially your Social Security number, to someone claiming to represent the IRS.
- Be wary of emails and texts that may be scams to steal personal information.
- Avoid ads touting refunds, which can be based on inaccurate information related to eligibility for and computation of the credit.
Read more:
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
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
December 01, 2023
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 02, 2023
Make Long-Term Care a Part of Your Financial Plan
November is Long-Term Care Awareness Month. Read more about its importance and how you can make long-term care part of your financial plan.
November 02, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
The IRS has extended a provision allowing eligible participants to make pre- and after-tax retirement plan catch-up contributions in 2024 and 2025— regardless of their income level. Learn more.
November 01, 2023
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 09, 2023
Reposition Assets For Tax-Efficient Wealth Transfer
If you’re close to or in retirement and asking yourself how to best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.