Prepare for 2024 taxes by organizing forms, documenting charitable contributions, maximizing retirement savings and reporting rental income.

In 2025, the SECURE 2.0 Act boosts retirement savings with new rules for higher catch-up contributions, auto-enrollment and expanding access to savings plans. Our Bill Cass shares the highlights.

State and federal agencies are providing immediate assistance and financial aid for essentials for wildfire victims in California. Our Bill Cass shares some financial strategies to secure emergency funds and plan finances.

The Social Security Fairness Act is expected to enhance benefits for many starting in 2024. Our Bill Cass explains the significance of the new law.

A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.

Taxpayers may want to consider a Roth IRA conversion for 2024 but need to act before the end of the year to realize income this year. Our Bill Cass explains when a Roth conversion may make sense.

To maximize tax benefits from year-end charitable giving, you may want to use strategies like lumping contributions, making qualified charitable distributions from IRAs, and gifting appreciated assets.

With year-end looming, consider taking action now to determine if annual gifts make sense. Our Bill Cass shares useful strategies to consider for estate planning.

In 2025, Social Security will see a 2.5% cost-of-living adjustment. At the same time, Medicare Part B premiums and the annual deductible will increase.

Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.

Retirement plan savers looking to mitigate the risk of higher taxes in the future may benefit from making after-tax contributions to employer plans, which may be transferred to Roth accounts. Our Bill Cass details a “mega backdoor” Roth strategy.

Year-end can be an opportune time to review finances, rebalance portfolios, and possibly reduce taxes. Our Bill Cass shares some highlights from a year-end planning checklist.

Medicare open enrollment, held from October 15 to December 7, allows individuals to change or sign up for plans, and potentially save money and improve coverage. Our Bill Cass shares the key things you need to know.

Surviving a disaster involves securing safety, accessing help from agencies, and documenting damages for insurance claims. Our Bill Cass highlights numerous resources for financial relief, including accessing emergency funds, insurance and tax considerations.

Taxes are top of mind for many. See what the US presidential candidates stand on tax policy as we enter the final weeks before the election. Our Bill Cass compares their plans.

The expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 could mean a tax increase for many taxpayers. But the impact varies widely based on income, location, and personal circumstances. Our Bill Cass shares the details.

Explore the significant opportunities for wealth advisors in managing 401(k) plans. Our Mike Dullaghan explains how these plans can help both advisors and clients with financial growth and retirement planning.

The TCJA is set to expire at the end of 2025, bringing unprecedented uncertainty. From potential tax rate hikes to changes in deductions, our Bill Cass highlights what you need to know to plan ahead.

Many financial planning actions are linked to age milestones. Our Bill Cass highlights what key birthdays and other dates could mean for your financial plan.

Determining the age when retirement account owners need to begin taking distributions is key for heirs to understand how to implement the 10-year rule for inherited accounts. Bill Cass explains what beneficiaries need to know.

Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula. Our Bill Cass highlights what you need to know to apply for federal financial aid for college.

College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies. Our Bill Cass highlights the key documents students can prepare before leaving for college.

The last two years of high school can be particularly important as students approach the final college decision. Our Bill Cass highlights some action items for students and parents.

Families may want to consider a comprehensive plan for college, including actions to take during the high school years, and consider how a 529 plan can help guide savings. Our Bill Cass offers details on college planning.

As the number of Americans retiring in other countries continues to grow, our Bill Cass shares five considerations for individuals planning to retire abroad.

With a recent IRS announcement, heirs now have clarity on the 10-year rule for distributions from inherited retirement accounts. Our Bill Cass details the final regulations.

Provisions in the SECURE 2.0 Act introduced new ways this year to avoid a 10% early withdrawal penalty from retirement accounts. Our Bill Cass explains the implications for savers.

A rising number of U.S. taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.

For married couples, it is important to understand the rules for claiming Social Security survivor benefits in order to plan ahead. Our Bill Cass discusses the details.

Here are some financial planning considerations and steps newlyweds may want to take after the wedding. Our Bill Cass highlights some of the key areas.

Our recent 529 Month webinar focused on how 529 plans are used, the impact on federal financial aid, and expanded uses. Here are some of the leading topics discussed.

A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.

For families saving for college, 529 plans remain popular. Our Bill Cass shares some key facts about 529 plans.

Understanding the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts. Our Wealth Planning Director Bill Cass highlights several reasons to consider this strategy.

Here’s a look at how a new legislative provision may be an opportunity to help jump-start retirement savings for children while saving for college at the same time.