Tax Planning
Navigating the Maze of Fall Open Enrollment Windows for Health Insurance
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Make the right open enrollment decisions to avoid severe consequences. Open enrollment can be one of the more confusing times of the year. The…
Read MoreDonating Appreciated Stock vs. Using a Qualified Charitable Distribution
For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit. Two of the most popular options are donating…
Read MorePlanning Strategies Under a Lower Estate Tax Exemption
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Estate tax planning has seen dramatic changes over the past 20 years. In 2000, the estate tax exemption was just $675,000 with a top…
Read MorePresident Biden’s Tax Proposals and How They May Affect You
By Nick Ziarek CFP®, CFA How Will President Biden’s Tax Proposals Affect You? Tax reform is a front burner topic as President Biden advances issues core to his campaign and,…
Read MoreJump-Start Your Child’s Retirement with a Roth IRA
How to Jump-Start Your Child’s Retirement By Ryan Rink CFP®, ChFC®, CLTC® One of the best retirement savings vehicles is the Roth IRA. With a Roth IRA, you make after-tax…
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