by Ashlee Desteiger | Mar 1, 2022 | Technical Topics
What are tax rates going to be in 20 years? What will estate taxes look like in 30 years? How can you protect your family’s wealth for generations to come? While we can’t predict the future, we can introduce you to a strategy that exists today: Installment...
by Ashlee Desteiger | Jan 1, 2022 | Technical Topics
Direct Indexing – Your Top 6 Questions Answered What is it? Direct indexing is an investment strategy where an investor tracks the performance of a specific index with two goals in mind: Track the return of the index. Generate “tax alpha.” This is...
by Ashlee Desteiger | Oct 27, 2021 | Technical Topics
Want to figure out how to milk every last drop? Social Security as Longevity Insurance By 2033, the Social Security Administrations (SSA) estimates a benefit shortfall of about 24%. While it seems unlikely the SSA will eliminate the benefit, it may be prudent to plan...
by Ashlee Desteiger | Aug 30, 2021 | Technical Topics
Before we get into the Top 10 Considerations (& Mistakes) for 529 Plans, let’s start with the basics. Why are 529 Plans so popular? There is no income limit to contribute. Take advantage of an opportunity for an income tax exemption. There is no tax on the...
by Ashlee Desteiger | Jun 25, 2021 | Technical Topics
If you’re charitably inclined, let’s make sure you’re tax-efficient in the process. Until the SALT $10K cap is repealed, you may not be reaping the full benefit of your charitable gifts. On the other hand, it’s not advisable to gift to charity only for the tax...
by Ashlee Desteiger | Apr 28, 2021 | Technical Topics
Overwhelmed with differing market views and economic outlooks? Us too. Headline noise aside, here are some items worth noting with respect to our view of the markets. Current Valuation Themes Over-Valued: US Housing, Cryptocurrency, Lumber, Growth Stocks...
