March 25, 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 21, 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 18, 2024
Join West Chester Wealth Advisors for a shredding event! We are happy to offer this event again this year, and we hope to see you at our office on April 13th.
March 18, 2024
Easing but Still Healthy Labor Market Continues Supporting Economy
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
March 12, 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 27, 2024
February Investment Perspectives
In this issue of Investment Perspectives, our Investment Strategy Group discusses the surge in demand for copper, four key themes for the bond market in 2024, and long-term stock market considerations.
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 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 26, 2023
Outlook 2024
In its Outlook 2024 report, our Investment Strategy Group outlines their expectations for the economy, equity and fixed income markets, and interest rates for the year ahead. Read more.
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 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 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 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 25, 2023
Join us in welcoming Alicia Donahue to West Chester Wealth Advisors! Alicia joined us in August as a Registered Private Client Associate. Adding Alicia to the team will further solidify our long-term vision for the practice and complement our emphasis on holistic financial planning for you and your family.
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
July 06, 2023
What to Do Before the Tax Cuts and Jobs Act Provisions Sunset
Parts of the Tax Cuts and Jobs Act are set to expire by the end of 2025, meaning significant changes for taxpayers. In an article for Kiplinger, our Head of Wealth Planning shared an overview of the implications and strategies to help mitigate the potential tax risks. Read here: