News and Commentary

Widows, Widowers Have an Easier Time Electing Portability of Deceased Spouses’ Unused Estate Tax Exemptions By Robert Mark Weiss, CFA

Posted on July 18, 2023 by

Widows and widowers who missed the deadline to claim a deceased spouse’s unused estate and lifetime gift tax exemptions as their own have up to five years to make this portability election and shield more of their wealth from future tax liabilities. Understanding Portability U.S. tax laws provide individuals with a federal lifetime gift and […]

How to Carve a Pathway to Strong Financial Wellness By Olga Ismail

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Posted on July 05, 2023 by Olga Ismail

It is good practice to assess your physical and mental well-being regularly to identify changes you may make to improve your current circumstances. For some, this may result in simply eating a healthier diet, committing to a more rigorous exercise routine or working with a therapist or other licensed medical professional. The same advice applies […]

Gifts of Education Becoming More Valuable in 2024 By Lee F. Hediger

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Posted on June 28, 2023 by Lee Hediger

Generous grandparents have even more reasons to establish 529 educational savings plans for their grandchildren in 2024 when new Roth IRA rollover provisions are in effect. Generally, contributions to 529 plans grow tax-deferred and can be withdrawn by beneficiaries tax-free when used to pay for qualifying education expenses, including tuition, books, computers, and room and […]

Options for 401(k) Plans When You Change Jobs By By Olga Ismail

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Posted on June 20, 2023 by Olga Ismail

According to the U.S. Bureau of Labor Statistics, the median number of years that wage and salary workers aged 25 and older had been with their current employer in January 2022 was 4.9 years, the same as in 2021 and just 0.01 percent less than in 2018. That translates to approximately nine jobs over 45 […]

Saving for Children’s College and Private School Education with 529 Plans By Brendan T. Hayes

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Posted on June 07, 2023 by Brendan Hayes

College tuition costs continue to rise, forcing families to plan far in advance for how they will afford the future costs of their children’s higher education. Taking advantage of a 529 saving plan helps families reach these goals while providing significant tax benefits. Contributions you make today to a 529 college-saving plan grow tax-deferred until […]

Relatable Finance Podcast Episode 124: Exploring the Start-Up World with Jared Husch

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Posted on May 23, 2023 by

In this episode, Relatable Finance host Shane Phillips talks to Jared Husch, Director of Growth at Nearpod. They cover many areas of the start-up world including working in a small company environment, acquisitions and growth potential. They also discuss the old and new Miami start-up scene as well as new innovations such as ChatGPT and […]

Tax-Efficient Benefits of 529 Savings Plans Get Even Better in 2024 By Brendan T. Hayes

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Posted on April 04, 2023 by Brendan Hayes

Effective Jan. 1, 2024, investors with unused dollars in certain 529 college-savings plans can roll their remaining balances into tax-free Roth IRAs for the benefit of those plans’ named beneficiaries without risk of penalties or income-tax exposure. Moreover, investments in Roth IRAs may continue to grow free of tax for beneficiaries to withdraw in retirement […]

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