Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Under tax reform, reduced marginal tax rates are lowering the cost of a Roth conversion, but the ability to reverse the move is eliminated.
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Many parents sending children to college for the first time may need help with financial advice and maximizing their 529 plan when the college bill is due.
With many financial plans tied to IRS interest rates, there are several strategies that investors may want to consider before rates move higher.
Fewer taxpayers will have to pay the alternative minimum tax (AMT) because of changes resulting from the Tax Cuts and Jobs Act (TCJA).
Families with assets in custodial accounts for minors are wondering how the new tax law will impact those accounts, as changes were made to the kiddie tax.
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.
While more families choose a general savings account to save for college, those using 529 college plans are saving more, according to Sallie Mae.
Recent tax reform resulted in changes that allow families to save more in ABLE Accounts for the care of a child with disabilities.
Despite income restrictions there may be a way to super-charge your Roth IRA by using a provision for 401(k) plans.
Build momentum for college saving before your child enters high school, by engaging children in good savings habits and monitoring your saving strategy.
