Private market investments (often referred to as “alternative investments” or “alts”), such as real estate, infrastructure, private credit, and private equity, offer unique opportunities not available in public markets. Incorporating these assets into [...]
2024 Year-End Tax Updates Guide and Financial Planning Considerations from SWP At Strategic Wealth Planning, we believe that tax planning is not just an annual activity but a foundational aspect of comprehensive financial [...]
History As of January 1, 2020, the SECURE Act[1] required non-spousal beneficiaries inheriting individual retirement accounts (IRAs) or 401(k)s to withdraw all money in the account within ten years of the decedent’s death.[2] [...]
Retirement savings opportunities abound with a list that includes the traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, 401(k), Roth 401(k), 403(b) and governmental 457(b). The deadlines for making contributions vary, as do [...]
Beginning on January 1, 2024, many companies in the United States will have to report information about their beneficial owners, the individuals who ultimately own or control a company (“reporting companies”). This information [...]
It has been three years since our blog on safeguarding your personal information. [1] This new blog focuses on one specific topic, phishing, that has become more deceptive and more aggressive. In 2021, [...]
The SECURE 2.0 Act is now law. This new Act, passed to strengthen Americans retirement savings options, builds on the SECURE Act of 2019 (“Setting Every Community Up for Retirement Enhancement”). The goal [...]
As the Thanksgiving holiday approaches, we want to provide our clients with a financial year-end check list. We encourage you to review the topics we have selected, knowing that they are important not [...]
The word ‘review” has a long list of synonyms: analysis, audit, one-over, reconsideration, rethink, reassessment, fresh look, second look. Webster’s dictionary defines “review” as “a formal assessment or examination of something with the [...]