October Reading List from your WPC Advisors Articles this month focus on the updated Social Security COLA for 2024, long-term investing discipline, Medicare enrollment information, identity theft protection, and current interest rate outlooks. Social Security & Medicare Jerry: Press Release | Press Office | SSA Tim: Medicare […]
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Roth Conversion This strategy is not for everyone, but everyone should explore this tax savings opportunity. It may fit your financial situation. When to Consider a Roth Conversion If you think your future tax rate will be higher, convert now and pay a lower tax rate. The key is to look out into your retirement
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August Reading List from your WPC Advisors Several articles this month focus on financial planning topics for those working towards retirement and those already in retirement! Financial Planning Articles Jerry: Millions of high-earning Americans to lose popular 401(K) tax deduction – here’s what it means for YOU (msn.com) Todd S. I’m a Financial Advisor: Don’t
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July Reading List from your WPC Advisors This month’s articles focus on retirement, inflation reports and economic related news. We hope you find these curated pieces of interest! Market/Economic/Financial Planning Articles Todd L. AC_U.S.-Home-Price-Growth-Over-50-Years.jpg (899×1200) (ritholtz.com) Malea Inflation cooled significantly in June, bringing price hikes close to normal levels (msn.com) Jerry How Many Americans Actually
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Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being. Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets,
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This time of year, we tend to receive more questions about investments as families prepare their tax returns. Here are some of the recent FAQs we have answered about IRAs: What is the RMD age now? You must begin taking your RMD by April 1st of the year you turn 73 (for those born between
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Tax season is upon us, and with it comes a new set of rules for filing taxes. Now that you’ve had more than a month to get used to the new tax code, it’s time to start preparing your taxes for 2022. We’ve compiled everything you need to know about filing your taxes this year
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Social Security is an important economic benefit for women across the United States. In fact, more than half (55%) of all people receiving benefits from Social Security are women. This is particularly important as we consider the financial futures of our female clients. In general, women tend to live longer than men, have historically had
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Now! Is the time to organize and get prepared for Filing your TAXES! For many filing taxes may illicit lots of emotions and the process can simply be overwhelming. We wanted to provide you with some information on the common mistakes and conversely, give you some helpful tips. Hopefully, saving you time and costly penalties
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