FAQ
Modified adjusted gross income (MAGI) is an income measurement used by the IRS to determine eligibility for tax benefits, credits, and phase-outs.
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The Tax Cuts and Jobs Act of 2017 (TCJA) made several changes to tax laws that provided millions of Americans with significant tax savings. But the relief was always temporary. Unless Congress passes new legislation in the near future, the TCJA will sunset at the end of 2025, cutting the estate tax exemption in half. This change could leave many Americans with a substantial tax burden—especially high-net-worth families.
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In the April 2024 session of our ongoing webinar series, Markets Monthly: Strategies & Perspectives, hear from Roundtable™ specialists Jim Cahn, Gary Quinzel, and
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Retirement is the culmination of decades of hard work. With nothing to do but rest and relax, it’s easy to think your days of tax planning are over. But there’s still plenty you can do to reduce your tax bill in retirement, and failing to address your tax situation could prove costly.
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2023 ended on a high note as the interest rate narrative shifted and consensus views broadly turned positive. The new year brings hope of an even more favorable environment for stocks and bonds, but recent history reminds us that consensus opinions can be unreliable.
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Charitable giving has an immense impact on society and can deliver immediate benefits to the recipients. However, many people are unaware of the extensive advantages for the donor. In addition to assisting those in need, funding research, and delivering essential services, charitable giving also has comprehensive tax benefits when done correctly.
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With the third quarter behind us, global equities ended on a sour note, but thanks to a strong first half, most indices are still positive year-to-date. Recession fears are back in the fold, but short-term volatility—like what we’re seeing currently—is common at this late stage of the market cycle.
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To learn how you can boost your college savings plan, watch our exclusive webinar.Hosted by Roundtable™ specialist Philip Gibson, this webinar covers several topics, including potential challenges, the steps needed for a successful savings plan, and available resources that can help you manage costs.
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Equity markets had a strong close to the second quarter, fueled by the resurgence of Mega Cap Growth stocks. While the Fed may have pushed pause on further rate hikes for now, tighter financial conditions may still be in store for the second half of the year. A mild recession might still be possible, but certain economic indicators are showing positive signs that a “soft landing” may yet be possible.
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In this bi-monthly webinar series, Navigating 2022: Guiding You Through Volatile Markets, our Roundtable™ team of advisors and specialists report on what you need to know to make informed decisions for your financial plan, including: Changes in the markets What these changes mean Steps you can take in response Answers to your questions
