Articles

Good News for 529 Plan Savers: More Investment Flexibility

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Tuesday, December 30th, 2014

Call it a holiday gift. Thanks to legislation passed in December, beginning in 2015, owners of 529 accounts will be able to change the investment options on their existing plan contributions twice per calendar year instead of just once. This increased flexibility is a welcome option for parents and grandparents who use 529 plans to Read More
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New Legislation Extends Popular Tax Provisions

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, December 19th, 2014

In one of its final actions, the 113th Congress passed the Tax Increase Prevention Act of 2014. This legislation extends for one year a host of popular tax provisions (commonly referred to as “tax extenders”) that had expired at the end of 2013. The President is expected to sign the legislation. All of the following Read More
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Updated IRS Rollover Chart for 2015

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Tuesday, December 2nd, 2014

The IRS has just released their updated IRA and retirement plan rollover chart that includes new language regarding the recently released more restrictive “once-per-year” IRA rollover rules that take effect on January 1, 2015. The linked Rollover Chart lists the information related to allowable rollovers and transfers to and from IRAs, Roth IRAs and rollovers Read More
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2014 Year-End Tax Planning Basics

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, December 1st, 2014

When it comes to year-end tax planning, you need to have a good understanding of both your own financial situation and the tax rules that apply. For some, that’s going to be a little challenging this year because a host of popular tax provisions, commonly referred to as “tax extenders,” expired at the end of Read More
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Key Financial and Tax Planning Numbers

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Wednesday, November 19th, 2014

We have updated our popular 2017-2018 Key Numbers piece can be used to get a head start on reviewing your planning for the new year, or as a good reminder to contact your tax and financial planning team. The attached summary lists planning numbers in the areas of: Income Tax Planning (Rates, Deductions, Credits, etc.) Read More
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ObamaCare Open Enrollment begins on November 15th

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, November 3rd, 2014

Open enrollment for the Affordable Care Act (aka “ObamaCare”) for 2015 health coverage begins November 15th. As with all open enrollment dates, it is a good time to reassess your current policy and future options to make sure you are best covering you and your family’s current healthcare needs. Choosing the wrong plan can cost Read More
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