Search Result for : Tag: taxes
Tips and Tricks for Today and Tomorrow: Episode 1 – 2024 IRS Updates
The IRS has updated contribution limits for 2024. Brian walks through what Presilium believes are the most important figures to be aware of! This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content […]
Financial Planning Fridays #44: How Your Family May Benefit From A Trust
Today we wanted to discuss one of the most important tools of estate planning. Proactive estate planning can play a crucial role in managing and distributing assets in a manner that aligns with your wishes while maintaining privacy, minimizing tax liability, and preserving wealth for future generations. One of the most versatile and effective tools […]
Financial Planning Fridays #43: Three Key Ways to Grow Your Wealth
Today we wanted to discuss three key ways to grow your wealth throughout your lifetime, and throughout the inevitable ups and downs, and uncertainty, that we all will experience with the market and in life. To begin, it is vital to have a financial plan. It is equally vital that this plan is regularly updated […]
Financial Planning Fridays #33: When to Collect Social Security
Social Security and when to begin collecting can be very confusing, but it will be one of the most impactful decisions you will make regarding your retirement income. For that reason, we wanted to highlight seven key things you should know before you make your decision. 1. The full retirement age for social security is […]
Financial Planning Fridays #8: Tax Loss Swaps
Today we wanted to discuss something that we regularly complete for clients whenever we have the opportunity – tax loss swaps. A tax loss swap allows us to capture realized losses that can be used to offset future gains without making a large change to your overall investment allocation. This how a tax loss swap […]
