March 22, 2023
There's still time to max out your retirement accounts for 2022
Did you know you can still make IRA contributions towards your 2022 tax year limit of $6,000 up until April 18th? The rule of thumb is one can contribute towards the prior year until Tax Day and start contributing for the current tax year as of the first of the new year.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
March 13, 2023
Your Assets are in Good Hands: Resources and Account Protection at Janney
Due to recent events in the banking industry over the weekend, we feel it is important to remind and assure you of the protections in place for your account(s). Please save the below coverage outline as a resource and do not hesitate to give us a call with any questions.
February 22, 2023
10 Facts About Social Security Benefits
As one approaches the eligible age to claim Social Security, it is important to keep these 10 key facts top of mind to make an informed decision on when to claim your benefit.
February 01, 2023
wm-tax---2023-key-tax-numbers-comprehensive---865800-1122.pdf
#WealthyWednesday Did you know, there are changes to the tax guidelines for 2023? It is important to stay up-to-date on key tax numbers that could affect your tax planning!
Key Takeaways:
*401k, 403b, 457b & SER-SEPs contribution limit increased from
$20,500 to $22,500. Annual catch-up for age 50+ increased from
$6,500 to $7,500.
*SIMPLE 401k & IRA contribution limit increased from $14,000 to
$15,500. Annual catch-up for age 50+ increased from $3,000 to
$3,500.
*Traditional IRA & Roth combined contribution limit increased
from $6,000 to $6,500. Annual catch-up for age 50+ remains
$1,000.
*HSA annual contribution limit increased to $3,850 for individual
coverage and $7,750 for family. Annual catch-up for age 55+
remains $1,000.
*Annual gift tax exclusion increased from $16,000 to $17,000.
*Gift tax & estate tax exclusion amount increased to $12,920,000
+ deceased spousal unused exclusion amount.
A comprehensive 2023 Key Numbers guide is available here! https://www.janney.com/docs/default-source/client-resources-disclosures/tax-information-forms/wm-tax---2023-key-tax-numbers-comprehensive---865800-1122.pdf
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 13, 2023
We are honored to announce RCR Wealth Advisors has been named to the Forbes 2023 Best-In-State Wealth Management Teams list!
“Congratulations to RCR Wealth Advisors for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. RCR Wealth Advisors represents the best of our industry,” said Kevin Reed, Executive Vice President and President of Private Client Group.
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
January 03, 2023
We’re excited to announce our new team name, RCR Wealth Advisors, formerly The Bryant Group!
Our new name reflects our continued commitment to our clients not only as individuals, but as a team. Our mission is to provide our clients peace of mind that their assets, financial well-being, and family considerations are being thoughtfully managed by our team.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
November 10, 2022
Tax Planning Guide | Home
Now is the time to take steps that might minimize your taxes. Check out our 2022 Tax Planning Guide for information on all aspects of tax law changes and planning strategies.
October 31, 2022
Happy Halloween from The Bryant Group's furry support staff! We hope your Halloween is full of treats...and no tricks!
