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
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.
March 29, 2024
As we celebrate Easter, wishing you a day filled with joy, renewal, and the warmth of loved ones.
March 27, 2024
Business Surveys and Housing Data Consistent with Healthy Economy
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
March 26, 2024
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.
March 22, 2024
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 20, 2024
March Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses the economic evolution of Mexico, insights into the framework on the Fed’s balance sheet, and whether there are new highs ahead for the S&P 500.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 11, 2024
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 11, 2024
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 08, 2024
Spring is in the air. Remember to turn your clocks forward and embrace the longer days ahead.
March 07, 2024
Cash Balance Plans: An Overview
How's your progress saving for retirement? How much is enough and how do I narrow the wealth gap? A Financial Plan can help you run the numbers and a Cash Balance Plan may help you catch up on saving. Learn how to potentially solve this problem. Contact me to construct a plan and gain control of your financial future.
March 06, 2024
Cash Balance Plans: An Overview
How's your progress saving for retirement? How much is enough and how do I narrow the wealth gap? A Financial Plan can help you run the numbers and a Cash Balance Plan may help you catch up on saving. Learn how to potentially solve this problem. Contact me to construct a plan and gain control of your financial future.
March 06, 2024
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 04, 2024
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:
March 01, 2024
Secure 2.0 Act: What Plan Sponsors Need to Know in 2024
The SECURE 2.0 Act is here to revolutionize retirement planning in 2024. Our latest article breaks down everything you need to know about SECURE 2.0 Act and its impact on retirement planning. Our retirement plan consulting group has the knowledge and resources to help you keep your plan up to date and successful for plan sponsors and participants. Contact me to arrange for an independent, objective and unbiased plan review.