Beyond Bulls & Bears

Key planning ideas to maximize your 2025 tax savings
Wealth Planning

Key planning ideas to maximize your 2025 tax savings

For 2025 tax planning, our Bill Cass shares income tax planning strategies that can help manage current tax bills and prepare for future changes. Here are the highlights.

Bill Cass, CFP®, CPWA® |
More SECURE 2.0 retirement enhancements kick in this year
Retirement

More SECURE 2.0 retirement enhancements kick in this year

In 2025, SECURE 2.0 introduces mandatory automatic enrollment in new retirement plans, increased catch-up limits for certain workers, and reduced participation requirements for long-term part-time workers. Our Mike Dullaghan highlights the details of the new provisions.

Mike Dullaghan |
Early planning can mean smooth sailing for tax season
Wealth Planning

Early planning can mean smooth sailing for tax season

Prepare for 2024 taxes by organizing forms, documenting charitable contributions, maximizing retirement savings and reporting rental income. Our Bill Cass explains how advance preparation can make the tax filing process smoother.

Bill Cass, CFP®, CPWA® |
SECURE 2.0: What’s new for 2025?
Wealth Planning

SECURE 2.0: What’s new for 2025?

In 2025, the SECURE 2.0 Act boosts retirement savings with new rules for higher catch-up contributions, auto-enrollment and expanding access to savings plans. Our Bill Cass shares the highlights.

Bill Cass, CFP®, CPWA® |
2025 Outlook: Uncovering retirement opportunities for advisors
Retirement

2025 Outlook: Uncovering retirement opportunities for advisors

The growth in US retirement assets offers potential opportunities for retirement plan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.

Mike Dullaghan |
Rebuilding hope: Immediate assistance and financial guidance for wildfire victims
Wealth Planning

Rebuilding hope: Immediate assistance and financial guidance for wildfire victims

State and federal agencies are providing immediate assistance and financial aid for essentials for wildfire victims in California. Our Bill Cass shares some financial strategies to secure emergency funds and plan finances.

Bill Cass, CFP®, CPWA® |
Social Security changes mean higher benefits for certain public workers
Wealth Planning

Social Security changes mean higher benefits for certain public workers

The Social Security Fairness Act is expected to enhance benefits for many starting in 2024. Our Bill Cass explains the significance of the new law.

Bill Cass, CFP®, CPWA® |
Transforming 2024 insights into 2025 action
Retirement

Transforming 2024 insights into 2025 action

Use this guide to transform our 2024 Retirement Insights into action in 2025, focusing on areas of plan design, tax credits and participant engagement. Our Mike Dullaghan shares the highlights.

Mike Dullaghan |
Key tax figures for 2025
Wealth Planning

Key tax figures for 2025

A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.

Bill Cass, CFP®, CPWA® |
Time is running out: Is a Roth IRA conversion right for you in 2024?
Wealth Planning

Time is running out: Is a Roth IRA conversion right for you in 2024?

Taxpayers may want to consider a Roth IRA conversion for 2024 but need to act before the end of the year to realize income this year. Our Bill Cass explains when a Roth conversion may make sense.

Bill Cass, CFP®, CPWA® |
End-of-year giving tips: Tax savings through charitable contributions
Wealth Planning

End-of-year giving tips: Tax savings through charitable contributions

To maximize tax benefits from year-end charitable giving, you may want to use strategies like lumping contributions, making qualified charitable distributions from IRAs, and gifting appreciated assets. Our Bill Cass shares the key questions to think about when planning.

Bill Cass, CFP®, CPWA® |
Year-end estate planning: Strategies for maximizing tax benefits and legacy planning
Wealth Planning

Year-end estate planning: Strategies for maximizing tax benefits and legacy planning

With year-end looming, consider taking action now to determine if annual gifts make sense. Our Bill Cass shares useful strategies to consider for estate planning.

Bill Cass, CFP®, CPWA® |