by Joe Allaria | Jan 25, 2019 | Article, Retirement Planning, Tax Planning
Should Higher Earners Choose a Roth or Traditional 401(k)? Using a Roth 401(k) can be a good strategy if you’re looking for tax-preferred treatment on your investments or retirement savings. After contributions are made on a post-tax basis, earnings grow tax-free and...
by Joe Allaria | Dec 5, 2018 | Article, Portfolio Management, Retirement Planning, Tax Planning
What Tax and Contribution Limit Changes Will Take Place in 2019? More changes are coming for 2020 as contribution limits are set to increase once again. This is good news for those looking to defer more of their income to their retirement accounts. See below for some...
by Joe Allaria | Nov 3, 2018 | Article, Tax Planning
Can I Lower My Taxes with a Donor-Advised Fund? Due to the passing of the Tax Cuts and Jobs Act of 2017, the Tax Policy center estimates that the number of households claiming an itemized deduction for their gifts to non-profits will be reduced from 37 million to...
by Joe Allaria | Oct 5, 2018 | Article, Retirement Planning, Tax Planning
Lowering Taxes with QCDs You may have heard that that IRS requires individuals over the age of 70 ½ to begin taking distributions on their tax-deferred retirement accounts, forcing them to pay taxes on a portion of their IRAs, 401(k)s, etc. during their lifetime....
by Joe Allaria | Aug 6, 2018 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning
Why Robots Are Bad Financial Advisors Featured on: In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and robo-advisor investment management platforms. And, with the increasing capabilities of trading...
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