Beyond Bulls & Bears

How the expiring TCJA could impact your tax bill
Wealth Planning

How the expiring TCJA could impact your tax bill

The expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 could mean a tax increase for many taxpayers. But the impact varies widely based on income, location, and personal circumstances. Our Bill Cass shares the details.

Unlocking the treasure chest: The growing opportunity of 401(k) plans for wealth advisors
Retirement

Unlocking the treasure chest: The growing opportunity of 401(k) plans for wealth advisors

Explore the significant opportunities for wealth advisors in managing 401(k) plans. Our Mike Dullaghan explains how these plans can help both advisors and clients with financial growth and retirement planning.

Five observations on the expiration of the Tax Cuts and Jobs Act (TCJA)
Wealth Planning

Five observations on the expiration of the Tax Cuts and Jobs Act (TCJA)

The TCJA is set to expire at the end of 2025, bringing unprecedented uncertainty. From potential tax rate hikes to changes in deductions, our Bill Cass highlights what you need to know to plan ahead.

Age milestones can trigger financial planning actions
Wealth Planning

Age milestones can trigger financial planning actions

Many financial planning actions are linked to age milestones. Our Bill Cass highlights what key birthdays and other dates could mean for your financial plan.

Unwinding the 10-year rule for inherited retirement accounts
Wealth Planning

Unwinding the 10-year rule for inherited retirement accounts

Determining the age when retirement account owners need to begin taking distributions is key for heirs to understand how to implement the 10-year rule for inherited accounts. Our Bill Cass explains what beneficiaries need to know.

Navigating financial aid: New FAFSA rules and tips for families
College Savings

Navigating financial aid: New FAFSA rules and tips for families

Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula. Our Bill Cass highlights what you need to know to apply for federal financial aid for college.

Consider packing a legal safety net before students leave for college
Wealth Planning

Consider packing a legal safety net before students leave for college

College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies. Our Bill Cass highlights the key documents students can prepare before leaving for college.

The pecking order of 401(k) plan design: A bird’s eye view
Retirement

The pecking order of 401(k) plan design: A bird’s eye view

Establishing the optimal workplace retirement plan follows a pecking order, which starts by prioritizing plan design over investments. Our Mike Dullaghan discusses the process.

College-bound high school juniors and seniors focus on a strong finish
Wealth Planning

College-bound high school juniors and seniors focus on a strong finish

The last two years of high school can be particularly important as students approach the final college decision. Our Bill Cass highlights some action items for students and parents.

Kick off your college planning during the first two years of high school
Wealth Planning

Kick off your college planning during the first two years of high school

Families may want to consider a comprehensive plan for college, including actions to take during the high school years, and consider how a 529 plan can help guide savings. Our Bill Cass offers details on college planning.

From dreaming to living: What you need to know about retiring abroad
Wealth Planning

From dreaming to living: What you need to know about retiring abroad

As the number of Americans retiring in other countries continues to grow, our Bill Cass shares five considerations for individuals planning to retire abroad.