• Techniques to help mitigate the loss of stretch IRA tax benefits

    The tax rule changes enacted as part of the Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, will persuade financial planners and clients to take a fresh look at IRAs in estate plans.

  • Learn how to limit the impact of the wash sale rule

    Senior Estate Planner Mike Repak discusses various techniques to navigate around the wash sale rule.

  • The do's & don'ts of year-end tax moves

    Senior Estate Planner Mike Repak shares tips on what to do before the year wraps up to prepare for the tax season ahead.

  • 5 common investment tax filing errors

    Senior Estate Planner Mike Repak explains some common tax filing errors and how to avoid them.

  • Simple steps to prepare for tax filing

    Check it Out! Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.

  • The overlooked retirement plan tax credits

    An employer-sponsored retirement plan is a benefit provided by employers and a potential way for employees to save for retirement. But did you know that there may be additional tax filing considerations for both the participant and the company sponsoring the plan?

  • 3 questions you should ask your tax preparer this year

    The Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, 2017, introducing fundamental changes to the Federal tax landscape for both individuals and businesses.

  • 529 plans: A tax-efficient way to fund your grandchildren’s education

    Tim Herrera, Janney’s Director of Mutual Funds and ETFs, explores the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.

  • Investment implications of midterm election results

    As anticipated by the consensus, Democrats took control of the House of Representatives, while Republicans retained their control of the Senate. We see a limited impact on financial markets as a consequence of the midterms. These results set the stage for two years of legislative gridlock, which has historically tended to benefit equities.

  • Consider new tax rules as a business owner saving for retirement

    The new tax rules implemented by the Tax Cuts and Jobs Act (TCJA), which went into effect in 2018, added a new deduction for income received from a pass-through entity.

  • Charitable lead trust

    A charitable lead trust can be a great way for an individual to leverage his or her generosity, producing tax savings that can be used to provide greater benefits to both the individual's favorite charity and his or her own family.

  • Charitable giving

    Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.

  • Estate planning and income tax basis

    Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis for the person receiving the property depends on whether the transfer is by gift or at death.

  • Education tax credits

    It's tax time, and your kitchen table is littered with papers and forms. As if this isn't bad enough, you recently paid your child's college semester bill, and you don't know where you'll find the money to pay the taxes that you expect to owe.

  • Taxation of investments

    It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

  • The benefits of tax-advantaged savings vehicles

    Taxes can take a big bite out of your total investment returns, so it's helpful to look for tax-advantaged strategies when building a portfolio.

  • Tax-managed investing: How to keep more of what you earn

    Designing and managing investment portfolios involves conducting research to select the best investments to meet each client’s needs. In this effort, it is natural to seek to maximize returns because this can improve the probability of meeting our clients investing goals. However, we all recognize that we cannot control the returns provided by the markets.

  • Consider a backdoor Roth if you make too much for Roth IRA contributions

    A Roth IRA is an individual retirement account that allows a person to set aside after-tax income up to a specified amount each year. Both earnings on the account and withdrawals after age 59 1/2 are tax free if it has been at least five years since you first opened and contributed to your Roth IRA, regardless of your age when you opened it.

  • Giving the gift of an education to the next generation

    Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.

  • Best states to retire…From a tax perspective

    You spend your life working hard to build a nest egg, saving toward retirement in hopes of maintaining a comfortable lifestyle and enjoying the fruits of your labor.

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