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.
April 01, 2024
Tips for Leveraging 529 Education Savings Plans
A 529 Education Savings Plan can be a great way to save for your children's or grandchildren’s education. Below are some of the key benefits of a 529 plan:
- Some states allow a tax deduction from (or credit against) state taxes for all or part of your contributions and will not pay any federal tax on earnings as long as the proceeds are used for a qualified education expense.
- The account owner maintains control of the account and determines the amount and timing of distributions.
- There are no income limits, and 529 plans have no time or age limits on contributions or withdrawals.
Read more about the benefits of a 529 plan.
April 01, 2024
This Diversity Month, let’s celebrate our unique backgrounds, perspectives, experiences, and talents. At Janney, we remain committed to furthering an inclusive culture where every individual feels valued, respected, and empowered to be their authentic selves.
March 28, 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 28, 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 28, 2024
As we celebrate Easter, wishing you a day filled with joy, renewal, and the warmth of loved ones.
March 28, 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 28, 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 14, 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 14, 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 07, 2024
Happy International Women's Day. Today, we celebrate the strength, resilience, and achievements of women around the world while looking forward to further progress and equality.
March 07, 2024
Spring is in the air. Remember to turn your clocks forward and embrace the longer days ahead.
March 07, 2024
Resilient Economy and Positive Stock Market Indicators
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
March 04, 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 04, 2024
As we commemorate Women's History Month, we’re proud to honor the invaluable contributions of women to our society. Join us as we celebrate and commit to building a future where every woman can thrive.