Category: Tax

Harvesting Capital Gains vs. Roth Conversions

Harvesting Capital Gains vs. Roth Conversions

Alex LaRosa, CFP®

Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes.

Mutual Funds Article

Taxes are a drag: ETF Tax Efficiency vs. Mutual Fund Inefficiency

Mike Weber, CFP®

The first Exchange Traded Fund (ETF) was listed on the American Stock Exchange (Amex) in 1993 creating a new investor revolution and a big win for all investors.

Donating Appreciated Stock

Donating Appreciated Stock

Alex LaRosa, CFP®

I wanted to blog about this topic because of a recent discussion I had with one of our clients. The client wished to make a large donation to a charitable organization.

IRS Tax Policy that Could Affect Retirement

IRS Confusing Tax Policy That Could Affect Your Retirement or Future Generations

Mike Weber, CFP®

Fairness and honesty…I think these are things that most of us want in our daily dealings.

New Tax Proposal Summary

New Tax Proposal Summary

Alex LaRosa, CFP®

The Five Best 2020 Tax Planning Ideas

Alex LaRosa, CFP®

2020 will certainly be a year to remember (or forget). On the tax and retirement planning side of things it has presented us with some unique opportunities.

Tax-Savvu Withdrawls In Retirement

Tax-Savvy Withdrawals In Retirement

Alex LaRosa, CFP®

The main purpose of saving and investing is to accumulate enough assets that will both supplement your income and allow you to maintain a comfortable lifestyle in retirement.

Economic Stimulus Bill Highlights

Alex LaRosa, CFP®

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was approved by the U.S. Senate and is expected to be approved by House and signed into law.

2018 Year End Distributions

James Behr Jr

Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions. This does not affect values on your monthly statements because accrued but unpaid distributions are accounted for on them.

Closed-End Fund Year End Distributions for 2017

Scott Miller, Jr.

Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions.

The Death of "Death Taxes" in New Jersey

Scott Miller, Jr.

On October 14, 2016, Governor Chris Christie enacted a new law that will dramatically change the role of “death taxes” in New Jersey.

Year-End Financial Check-Up

James Behr Jr

As we approach the end of the year there are a few financial moves you can make that will help you manage your savings accounts to ensure you are on the path to retirement.

Is Your IRA Distribution Tax-Free? The Answer May Surprise You

James Behr Jr

In 2015 Congress voted to make Qualified Charitable Distributions (QCD) a permanent part of the tax code.

Estate Planning Checklist

James Behr Jr

You may have seen estate planning mentioned a lot recently in the news regarding the late musician Prince who passed away without his estate in order.

Charitable Giving: Stock or Cash?

Justin Capetola

As we approach the end of the year, many investors consider making charitable gifts to their favorite charities.

The Basics of Pennsylvania and Federal Death Taxes

Justin Capetola

We are often asked by our clients how their property will be taxed upon their deaths.