Beyond Bulls & Bears

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.

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.

Act before year-end to manage your tax bill
Wealth Planning

Act before year-end to manage your tax bill

Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.