Our CEO Ian Weinberg’s strategies in the financial media. Click to read more.
- Tax Loss Harvesting During the COVID-19 Crisis
- Milennials: Traditional Retirement May Not Be In The Cards
- How Rising Interest Rates May Affect Muni Bond Investors
- Advisors Look For Ways To Lessen Biden’s Proposed Retroactive Capital Gains Tax Hike
- How Biden's tax plan may spark more charitable giving
- Why you should stay the course in the stock market, even amid the GameStop trading frenzy.
- Tis the Season of Giving
- Now may be the time to use bonds in portfolios
- How to Avoid Estate, Will Blunders
- It's Nearly New Year's Eve, but you can still lower taxes
- Heir Tight: The Dos and Don’ts of Creating Rock Solid Trusts
- Advisors Raise the Red Flag to Enhance Clients' Team of Experts
- Pass On Inheritance With Financial Savvy
- Advisors Harness Behavioral Finance To Calm Clients' Money Worries
- Here’s what Pink’s 11-year-old daughter should do with her ‘minimum wage’ job
- Opinion: Should you stick with emerging markets? Advisors weigh in
- Investors set to jump into GameStop frenzy until financial advisers talk them off the ledge
- 2020 is a Good Year to Gift
- Financial Terms to Know for 2019
- How will Trump's tax proposal affect retirement savers?
- Five Myths About Commodities Investing
- A Rapid Buildup-Traditional pension plans are expanding among small firms
- Helping Americans’ Retirement Plans Recover From COVID
- Even High-Income People Overspend
- Strategies and Investments to Generate Income Now
- The Most Common Retirement Planning Mistakes and How to Fix Them
- Planning Benefits for Domestic Partners
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk. Re-balancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Stock and mutual fund investing involves risk including loss of principal. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 are subject to a 10% IRS penalty and surrender charges may apply. Variable annuities are subject to market risk and may lose value. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 may result in a 10% IRS penalty tax in addition to current income tax. Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a Traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation. The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.