Category
Final Regulations for Required Minimum Distributions
By Anne ZavagliaPosted on October 8th, 2024
In July, the IRS issued the long awaited final regulations on required minimum distributions (RMDs) from retirement accounts. The regulations became effective on September 17, […]
Learn MoreQ3 2024 Market Review
By Clint EdgingtonPosted on October 8th, 2024
Equity and fixed income markets both experienced broad gains this quarter, with the S&P adding nearly 6% to its 22% year-to-date gain and the U.S. […]
Learn MoreQ2 2024 Market Review
By Clint EdgingtonPosted on July 15th, 2024
The quarter started with investor concerns of continued inflation subduing expectations of multiple rate cuts due to higher inflation readings and the Fed’s April release […]
Learn MoreMaximize Your Tax Savings by Utilizing a Health Savings Account
By Anne ZavagliaPosted on July 12th, 2024
Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]
Learn MoreSuperfunding 529 Plans to Reduce Your Estate and Taxes
By Anne ZavagliaPosted on July 12th, 2024
529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]
Learn MoreCan Home Improvements Lower Your Tax Bill? It Depends
By Content AdministratorPosted on June 3rd, 2024
Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for […]
Learn MoreSocial Security 101
By Content AdministratorPosted on June 3rd, 2024
Social Security is complex, and the details are often misunderstood even by those who are already receiving benefits. It’s important to understand some of the […]
Learn MoreSaving for College: 529 Plan vs. Roth IRA
By Content AdministratorPosted on June 3rd, 2024
529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give […]
Learn MoreQ1 2024 Market Review
By Clint EdgingtonPosted on April 22nd, 2024
U.S. Equity markets started 2024 off on a tear, although it’s since given a bit back since the end of the quarter. The market has […]
Learn MoreNew High Interest Savings Accounts Help Ohio Homebuyers
By Anne ZavagliaPosted on April 16th, 2024
The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence. Ohio residents aged 18 or older […]
Learn More