Roth IRA Strategies
Our latest blog focuses on the Roth IRA and provides specific details for your consideration in setting up a new Roth IRA, electing a workplace Roth IRA, or converting your existing IRA to [...]
Mar
31, 2026
Apr
5, 2025
Private Market Investments
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 [...]
Nov
19, 2024
2024 Year-End Tax Updates + Financial Planning Considerations
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 [...]
Aug
9, 2024
New Required Distribution Rules for Non-Spousal Inherited Retirement Accounts
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] [...]
Mar
5, 2024
Retirement Account Contribution Deadlines
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 [...]
Nov
28, 2023
Corporate Transparency Act: New Federal Reporting Requirements for Corporations, LLCs and Limited Partnerships
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 [...]
Jun
12, 2023
Phishing – Aggressive and Evolving
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, [...]
Feb
27, 2023
The SECURE 2.0 Act – Strengthening Americans Retirement Opportunities
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 [...]
Nov
11, 2022
2022 Year End Financial Check List
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 [...]