Owning Individual Bonds Versus Bond Mutual Funds
If you’re looking to invest in the bond market, there are two primary options available to you: individual bonds and bond mutual funds. While both…
Choosing Roth Vs. Traditional Contributions in your Company’s 401(k) Plan
When it comes to saving for retirement, there are several options for retirement accounts you can contribute to. One decision you are likely to make…
Managing Concentrated Stock Positions
As an investor, you have likely heard of the phrase “Don’t put all your eggs in one basket.” This adage is particularly applicable when it…
2022 Tax Rates, Schedules, and Contribution Limits
With another tax season coming to a close (on April 18th unless you filed for an extension), it may be a good time to look…
Is a Roth Conversion Right for You?
There are different stages you go through in life: the young working individual just starting their careers, the vetted professional with a family, and the…
Strategies for Distributing an Inherited IRA Under the SECURE Act
Since the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, a whole slew of changes surrounding…
IRS Issues Further Guidance on 2020 Required Minimum Distributions (RMDs)
As we discussed a few months ago, the federal government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020, in…
Highlights of the Historic Coronavirus Aid, Relief, and Economic Security (CARES) Act
In an effort to mitigate the effects the ongoing COVID-19 pandemic is having on Americans in every sector of the economy, the federal government signed…
![Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?](https://bandcfinancial.com/wp-content/uploads/2018/03/retirement_plan.jpg)
Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?
by Adam Oerther, CFP® One employee benefit companies often use to attract and retain talent in the workforce is access to a retirement plan, such…
Tax Planning for 2018
by Sean Guldi, CFP® It is all over the news – Congress and the Trump administration are busy attempting to enact a large-scale overhaul of…
End-of-Year Tax Planning Strategies
No matter your political leanings, paying taxes is a fact of life and an integral part of modern society. However, the federal government recognizes many…
Get Ready for Open Enrollment
by Sean Guldi, CFP® It’s that time of year again – Open Enrollment Season. Many of you work for larger companies who provide cafeteria-style plans…
End of content
End of content