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  • Home
  • About SWP
    • Why Choose SWP?
    • Associates
    • Our Mission
    • Charities
    • Contact Us
  • First, A Plan
  • Products & Services
    • You & Your Family
    • Your Business
    • Your Estate
    • AWealthBox
    • Tax Mitigation
    • Business Exit Planning
    • Seminars and Presentations
    • Industry Leading 401k Plans
    • 401k Expertise
    • 3 Core 401k Strategies
  • Our Clients
    • Ideal Profile
    • Your first year
    • Entrepreneurs
    • Professionals
  • Resources
    • A Wealth Plan Blog
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Monthly Archives: January 2016

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  3. January

Don’t Make Assumptions !

A Wealth Plan BlogBy Steve BlumJanuary 25, 2016Leave a comment

Given that 2016 has begun with a steep decline in stock markets and a sharp rise in investor concern, we decided to devote this blog to discussing the current environment and what you should and should not do. Don’t make assumptions about your portfolio based on headlines. As of January 20, 2016, stocks globally are…

Age 70 1/2? Consider making charitable contributions from your IRA!

401k BlogBy Steve BlumJanuary 7, 2016Leave a comment

It’s permanent at last! The PATH Act of 2015 permanently extends the IRS provision that allows individuals who are at least 70 1/2 to make tax-free distributions to qualified charities from their IRA. In case you don’t already know, if you have an individual retirement account (IRA) and are 70 ½ years and older in…

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