• Planning strategies for remaining 529 balances

    Excess funds in a 529 Plan? Learn strategies to address this issue.

  • 6 tips for retirement literacy

    A Federal Reserve survey found that 25% of non-retirees reported having no retirement savings or pension whatsoever.

  • How to start planning retirement withdrawals

    Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”

  • American Rescue Plan Act: Implications and planning strategies

    The American Rescue Plan Act (ARPA), enacted to provide economic relief to people adversely affected by the Covid-19 pandemic, has some provisions that warrant attention and planning. Under certain circumstances, some income could have a high marginal rate. Careful attention to the Act may help people be aware of the possible tax pitfalls.

  • Is your portfolio in sync with your retirement withdrawal strategy?

    A basic approach to withdrawing assets would include liquidating bank accounts, non-qualified brokerage accounts, non-qualified variable annuities, IRA accounts, and Roth IRA accounts, in that order.

  • Window of Opportunity: Leveraging the estate and gift tax exemption

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, we’re taking a look at a few strategies for consideration, in order to leverage this unique situation through tax-efficient wealth transfer.

  • 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.

  • Look out for these top tax scams when filing your taxes

    Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.

  • The importance of individual long-term disability insurance

    More than one in four 20-year-olds today could expect to be out of work for at least a year due to a disability before they reach retirement age.* It is important to understand how individual long-term disability insurance can help you manage that risk.

  • Tax deferral strategies for employer stock in a qualified retirement plan

    If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.

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/