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.
March 04, 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 04, 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 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 29, 2024
Document Vault Checklist
All Janney clients who are registered users of Online Access have access to a Document Vault, a secure and frictionless place to store and access your financial, household and personal documents.
Check out this list of documents that could be helpful to store in the Document Vault.