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Inflection Points

Inflection Points is a recurring commentary that will touch on topics that affect all facets of your personal wealth including but not limited to financial, retirement, tax and estate planning.

New 529 Planning Opportunity

Entering the New Year comes with changes that can benefit 529 plan beneficiaries that were not previously available.  SECURE 2.0 Act, which was passed by Congress in late 2022, incorporated over 90 provisions, with the 529 plan to Roth IRA rollover being one of...
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Planning Implications of the SECURE Act

In a surprise move this month, Congress passed the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act).  This legislation was attached to an appropriations bill that helped avert another government shutdown.  This bill, which goes into effect January 1, 2020, has several...
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4th Quarter Financial Planning Bulletin

In our latest edition of Inflection Points, we focus on year end tax planning strategies and provide a reminder about Medicare Open Enrollment. Tax Planning Strategies With three months remaining in our first year under the new Tax Cuts and Jobs Act, here are...
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Retirement Healthcare Continuum

You may have heard us refer to a concept called the Wealth Management Continuum which focuses on key financial planning issues along an investor’s lifecycle. Using the same imagery, I want to touch on some of the key considerations for retirees as it relates...
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