INSIGHT
Does your work retirement plan offer a mega backdoor option?
If you’re a high-income earner looking for ways to save more for retirement and reduce your tax bill, you might be interested in a little-known benefit of SOME 401ks: the ability to make mega backdoor Roth contributions.
Scott Miller, Jr.
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As we approach the tax filing deadline, we want to remind you of the opportunity to maximize your retirement savings through contributions to your Individual Retirement Account (IRA) or Roth IRA.
Justin Capetola
As tax season approaches, I wanted to share some valuable tips to help you navigate the filing process with ease and confidence. Whether you’re a seasoned taxpayer or filing for the first time, these suggestions can make a significant difference in streamlining your experience and potentially maximizing your refund or minimizing your tax liability.
Alex LaRosa, CFP®
We are excited to announce that Blue Bell Private Wealth Management has been honored as a 2023 Top 10 Financial Risk Management Services Provider by Financial Services Review!
Justin Capetola
The “great wealth transfer” is underway, with an estimated $70 trillion worth of assets expected to pass from the older generation to the younger over the next two decades. However, despite the anticipation of receiving an inheritance, a staggering 58% of adults feel ill-equipped to handle newfound wealth. In this blog, we provide essential financial tips to help you effectively manage inherited assets and turn this significant windfall into a lasting legacy.
Alex LaRosa, CFP®
In the near future, Schwab is set to introduce Solo Roth 401(k)s. This exciting development prompted us to delve into solo 401(k)s and shed light on the specific advantages associated with the Roth option.
Alex LaRosa, CFP®
Ebenezer Scrooge’s transformation in “A Christmas Carol” not only illustrates personal redemption but also mirrors the journey of an investor who discovers the profound impact of philanthropy through sophisticated financial planning. This journey can be paralleled with strategic charitable giving methods like Qualified Charitable Distributions (QCDs) and Charitable Remainder Trusts (CRTs).
Scott Miller, Jr.
Every year, the top strategists from Wall Street’s biggest banks make their predictions for the S&P 500. We like to compile these predictions along with some commentary and share them with you. Please take these with a grain of salt as many of them are wrong as often as they are right. This is purely educational and not meant to be portrayed as a “market call”.
Alex LaRosa, CFP®
Discover eight smart financial decisions to safeguard your future. Set goals, automate savings, review estate plans, consolidate accounts, and more
Alex LaRosa, CFP®
Looking to make a difference on Giving Tuesday? Learn how to maximize your donations with these charitable giving strategies.
Jon Sobotkin
To my valued clients,
As I sit down to write this Thanksgiving letter, which I’ve done for over 40 years, my heart is filled with gratitude, and I want to kick things off by wishing all of you a joyous and healthy Thanksgiving overflowing with happiness. You see, I consider myself one of the luckiest individuals in the world. From a very young age, I chose a career that has not only been immensely fulfilling but has also been a source of unending happiness.
Blue Bell Private Wealth Management
Looking for tax management services? Discover tax-efficient wealth management strategies to minimize your tax liability and protect your wealth.
Blue Bell Private Wealth Management
Are you ready to take charge of your financial future and plan for a comfortable retirement? One of the most effective ways to secure your retirement is by understanding and making use of a 401(k) plan.
Blue Bell Private Wealth Management
Retirement – a phase of your life that everyone looks forward to, with expected relaxation, adventure, and the freedom to fully pursue your passions. Yet, getting there demands thoughtful planning and informed decisions to ensure a financially secure retirement.
Blue Bell Private Wealth Management
Investing your money is an essential step in reaching your future financial goals. However, navigating the complexities of the financial market can be overwhelming, especially for individuals without investment expertise or those with numerous assets to manage.
Blue Bell Private Wealth Management
In the world of personal finance, there is a phenomenon that holds the power to turn small investments into substantial wealth over time. It’s called compounding growth, and it’s the secret ingredient that can supercharge your financial future. The key to unlocking this magic lies in starting to invest early in life. In this short blog, we’ll explore the wonders of compounding growth and why getting started sooner rather than later is crucial for building a solid financial foundation.
Jon Sobotkin
Hiring a fiduciary financial advisor offers personalized financial planning, expert wealth and investment management, and time-saving convenience. They help navigate financial complexities, optimize returns, and ensure your long-term financial success. Find out if a fiduciary advisor is right for you.
Scott Miller, Jr.
Are you a high-income earner who wants to take advantage of the benefits of a Roth IRA? If so, the backdoor Roth IRA may be the perfect option for you.
J. Scott Miller
Are you a doctor struggling with student loan debt? Despite being a high-income earner, it can be challenging to make ends meet when a significant portion of your paycheck goes towards student loan payments.
J. Scott Miller
The end of the year is quickly approaching, but there is still plenty of time for financial “cleanup”. Here are a few things you can do to better positions yourself for 2023 and beyond.
Alex LaRosa, CFP®
As you may have seen, the Social Security Administration (SSA) recently announced a historic cost of living adjustment (COLA) for 2023.
Alex LaRosa, CFP®
One question I get all the time when markets are as volatile as they have been this year is what should I be doing?
Alex LaRosa, CFP®
Giving to charity not only makes a positive philanthropic impact, but it can also have a positive impact on your taxes. It’s a rare win-win situation in today’s world.
Alex LaRosa, CFP®
Risk management plays a significant role in investing. Proper risk management should lead to portfolio construction that is based on the investor’s unique personal profile.
Alex LaRosa, CFP®
Learn about the new world of Social Security and the major factors that determine your lifetime benefits.
Alex LaRosa, CFP®
Economic research has long assumed that human beings are rational decision makers who optimize their resources based on the information available to them. However, new research continues to uncover evidence that is in fact not the case.