The Secure 2.0 Act: Changes That Could Enhance Your Retirement Plan
Time to Read: 3 Minutes The SECURE 2.0 Act of 2022 makes it easier to accumulate retirement savings at every stage of the financial journey. But the Act also took steps to potentially enhance
The Structure Matters: Choosing the Right One for Your Business
Time to Read: 8 Minutes The choice of a corporate structure for a business has many consequences: a crucial impact on the business’s taxes, your ability to raise funds, the paperwork you must file,
Tough Talking Fed Rattles Markets | September 2022 Webinar Recap
Time to Read: 3 Minutes Stubborn inflation, central bank policy, and a potential recession remain at the forefront of investors’ minds as the market continues to slide. In our latest webinar, BWM Financial President
How to Reduce Taxes on Required Minimum Distributions – Part 6 of Tax Saving Strategies for High Earners
Time to Read: 7 Minutes Many high earners want to know what strategies they can implement to help reduce the tax burden caused from large, unwanted required minimum distributions (RMDs) in retirement. In Part
Net Unrealized Appreciation – When to Avoid and When to Use this Overhyped Tax Technique
Time to Read: 7 Minutes A little-known tax rule for people who own their employer stock in their 401(k) is Net Unrealized Appreciation (NUA). Electing NUA is often promoted by retirement planners as a
Positive Readings Warrant Slight Increase in Equity Exposure
Time to Read: 8 Minutes In our August 5th article, we noted our decision to move portfolios which were underweight equities back to benchmark weight through rebalancing. We also described our intention to watch
Buy-Sell agreements: Ensuring Smooth Business Transitions
Time to Read: 5 Minutes Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? Creating a continuity plan that outlines transition planning