Webinars
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Are Retirement Plan Contributions Tax-Deductible?
Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions. Contributions to a 401(k), traditional IRA, and other retirem …
Roth IRA Conversions for High Earners: A Strategic Guide to Tax-Efficient Wealth Transfer
Let’s be honest: If you’re a high-income earner, you’ve likely mastered the art of building wealth, but the IRS seems to have mastered the art of taking its cut. Thus, you might look at your growing traditional IRA and 401(k) and see a future of unavoidable required minimu …
Weekly Market Commentary: 10 Thoughts on Markets, the Middle East, and the Iran Conflict
10 Thoughts on Markets, the Middle East, and the Iran Conflict The U.S./Iran conflict is top of mind, but remember that, historically, major geopolitical events rarely disrupt bull markets. We may see increased volatility and a move toward risk-off assets near term, but we think the impact …
Facts vs Feelings Take 5 – What Happens if the U.S. Strikes Iran?
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, break down what could happen if the U.S. were to strike Iran and how markets may respond. Ryan and Sonu discuss the potential impact on oil prices, inflation, interest rates, and affordab …
What Documents You Should Provide to Your Tax Preparer
It’s February, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is, often, “Everything.” But that isn’t helpful, nor is it entirely true. And this year, thanks to the passage …
What Is a Safe Harbor 401(k), and Is It Right for Your Business?
As a business owner, you juggle a million decisions each day, from strategic planning to financial oversight. And one of those decisions involves structuring retirement benefits for your company. After all, the right retirement plan can also be part of a tax-smart wealth optimization strate …
