• Trusteed IRAs need to be reviewed under post-Secure Act rules

    One common estate planning technique for clients with large retirement plan balances is to designate a trust as the beneficiary of those accounts. However, those planning to use a trust or trusteed Individual Retirement Account (IRA) are encouraged to take a fresh look at their plans following the updated distribution rules of the SECURE Act1.

  • Selling your business: How to take chips off the table while staying in the game

    In the game of poker, there comes a time when you reach a crossroads and take stock of the chips on the table.

  • Consider a backdoor Roth if you make too much to contribute to a Roth IRA

    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.

  • Generating tax-efficient retirement income

    You know the importance of saving enough money for retirement so that you have readily available sources of funds to augment your guaranteed income from Social Security and any pensions. But did you also know that how you go about converting your assets into income can have significant tax implications?

  • Insurance Solutions for Business Owners

    The day-to-day demands of running a business can be all-consuming. Often, there’s little time left over to think strategically about the future—whether it’s mitigating potential risks down the road, ensuring the long-term viability and continuity of the enterprise, or putting plans in place to one day monetize your life’s work. This article takes a look at a few important considerations for the protection of you and your business.

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

    Explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.

  • Your assets are in good hands: Resources and account protection at Janney

    Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.

  • Janney Insured Sweep

    Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.

  • Reposition assets for tax-efficient wealth transfer

    If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.

  • 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.

Article Authors

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/