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Wealth Management News


12/04/2015

Focus on Social Security: Changes Coming with the Bipartisan Budget Act of 2015


Since the passage of the Senior Citizens Freedom to Work Act of 2000, social security beneficiaries were allowed to employ the “File and Suspend” and “Restricted Application” strategies, either exclusively or in conjunction, to attempt to maximize their social security benefits. The Bipartisan Budget Act of 2015 contained changes to the Social Security program that eliminated these claiming strategies.

08/02/2012

Focus On Estate Planning: Time May Be Running Out On Major Estate Planning Benefit


While many sunsets are fantastic, there is one on the horizon that could prove costly to your estate.

06/27/2011

Focus On Retirement Plan Administration: Can an Employee Stock Ownership Plan (ESOP) Help You Finance the Sale of Your Business?


Obtaining financing to fund and operate a business in today’s economic climate can be challenging. It may be even tougher for the owner of a closely-held business to find a buyer with sufficient financing to purchase the business.

01/24/2010

Focus On Taxes: Roth Conversions


In 2010, Roth IRAs may become the retirement arrangement of choice for many taxpayers. This is because new tax rules now make these types of plans available and more attractive to many additional taxpayers.