Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

By Mark Fissel
Posted on September 29th, 2023

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]

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Q2 2023 Market Review

By Clint Edgington
Posted on August 1st, 2023

The reversals from 2022 continued into 2023 (thankfully!); with 2022’s worst performing sector, growth stocks; becoming this year’s best performing sector (+28% for the year […]

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TD Ameritrade Transition to Schwab: Important Details

By Anne Zavaglia
Posted on June 29th, 2023

The long-awaited transition to Schwab is on the horizon.  The Charles Schwab Corporation acquired TD Ameritrade in 2019.  Since that time, TD Ameritrade has been working […]

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As Your Parents Age, Help Them Protect Their Finances

By Mark Fissel
Posted on May 31st, 2023

It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are […]

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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

By Mark Fissel
Posted on April 27th, 2023

Municipal bonds are issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and […]

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How Taxes Impact Your Retirement-Income Strategy

By Mark Fissel
Posted on April 27th, 2023

Retirees face several unique challenges when managing their income, particularly when it comes to taxes. From understanding how taxes relate to Social Security and Medicare […]

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Reasons to Roll

By Mark Fissel
Posted on April 27th, 2023

When you leave your job or retire, you have an opportunity to manage your funds in an employer-sponsored retirement plan such as a 401(k), 403(b), […]

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Q1 2023 Market Review

By Clint Edgington
Posted on April 12th, 2023

March saw the financial markets extend this quarter’s rebound from the brutal 2022, both from a headline perspective and within most sectors. Still, stocks ended […]

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Use the Increased RMD age to Boost your Roth Savings

By Anne Zavaglia
Posted on April 11th, 2023

The required minimum distribution (“RMD”) age has steadily increased over the last few years with the passage of the SECURE Act and SECURE 2.0, raising […]

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Due Date Approaches for 2022 Federal Income Tax Returns

By Mark Fissel
Posted on March 30th, 2023

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]

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