You Can Now Convert Unused 529 Funds Into A Roth IRA For Your Beneficiary 529 college savings plans have become a popular vehicle for parents and grandparents to set aside money for their children or grandchildren's’ college expenses. Read more…
Is My Investment Portfolio Properly Tax-Optimized?
It’s common knowledge that simply saving for retirement isn’t enough. Investing those savings can help your nest egg outpace inflation and grow exponentially to maximize your retirement potential. Read more…
What is FedNow: An Overview of the Federal Reserve's New Instant Payment System
With the rise of instant payment services like Venmo, PayPal, CashApp, and Zelle, the Federal Reserve has responded with a new offering. Read more…
Maximizing Your Retirement Contributions: Calculating Your Modified Adjusted Gross Income (MAGI)
Each year as tax season approaches, it's increasingly relevant for high earners and astute savers to understand the relationship between their Individual Retirement Account (IRA) contributions and tax filings. This understanding is a key component of an effective financial strategy. Read more…
The Ins and Outs of Intrafamily Loans
In today’s high interest rate environment (with current AFR sitting well over 4%) many people are turning to intrafamily loans to assist with major investments as opposed to commercial lenders. Read more…
