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.
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 16, 2023
Experienced Financial Advisor Larry Seiden joins Janney
We’re pleased to welcome Financial Advisor Larry Seiden from Goldman Sachs. He is joining Scheinker Legacy Wealth Advisors, an existing six-person team, in Hunt Valley, Maryland. Janney offers a boutique culture, but with the resources of a large firm and the financial strength of stable, long-term ownership.
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 26, 2023
Experienced Financial Advisor William Lawlor Joins Janney in Westbrook, Connecticut
Financial Advisor Bill Lawlor has joined Janney in Westbrook, Connecticut, from Wells Fargo Advisors. he continues our expansion in Connecticut with experienced advisors seeking the benefits of Janney’s boutique, client-focused culture.
October 03, 2023
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 18, 2023
Hear Jon Decker's Story: How a change in culture led him to join Janney
Hear from Jon Decker, Branch Manager and Financial Advisor in Janney’s new St. Petersburg, Florida, office, explain how the culture and vision of his prior firm changed and why he chose Janney.
September 18, 2023
Best Financial Strategies Group Joins Janney in Goldsboro, North Carolina
We’re pleased to welcome Best Financial Strategies Group in Goldsboro, North Carolina. The team joins from Wells Fargo Advisors. We look forward to supporting them with our client and advisor-focused culture and platform.
September 05, 2023
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 10, 2023
10 Janney Financial Advisors Named Forbes Best-In-State Next-Gen Wealth Advisors
Congratulations to the 10 Janney Financial Advisors named Best-in-State Next-Gen Wealth Advisors by Forbes. They represent the future of our industry for their commitment to exceed client expectations by providing a personalized wealth management experience.