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07.18.18

VIEWpoint Issue 2 | 2018

01.08.18

Tax Cuts and Jobs Act – Highlights of What is Ahead for You...

10.16.17

VIEWpoint Issue 3 | 2017

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Recent Articles


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5 Common Retirement Plan Mistakes

10.18.16
Many investors don’t pay close attention to their retirement plan investments. This can lead to some unintended consequences. Below are five common mistakes investors make and how to fix them. 1. Not having a plan Many people don’t know how much ...
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NEW RESOURCE: 2016 Estate Planning Guide

09.20.16
When you hear the phrase “estate planning,” the first thought that comes to mind may be taxes. But estate planning is about more than just reducing taxes. It’s about ensuring your assets are distributed according to your wishes and your loved o...
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Brexit and Its Anticipated Market Impact

07.11.16
By Jeffrey J. Powell, Managing Partner, Polaris Greystone Financial Group The British have voted to leave the European Union (EU). This has come as a bit of a surprise because prior to the vote most polls were showing that the British would elect to ...
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2 Tax Pitfalls of Mutual Funds

08.12.14
Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in taxable accounts, or are considering such investments, bew...
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IRA Rollovers Limited

04.29.14
An individual retirement account (IRA) rollover is a popular way of retaining investment flexibility and tax benefits when switching from one IRA to another. However, a recent U.S. Tax Court decision has limited the ability to use this technique. Bac...
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Alternative-Asset IRAs: Handle With Care

05.15.13
Most IRA owners invest their funds in traditional assets, such as stocks, bonds and mutual funds. But some intrepid investors have enjoyed impressive, tax-deferred returns — or even tax-free returns in the case of a Roth IRA — by using their IRAs...
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2013 Inflation Adjustments

01.15.13
The Internal Revenue Service released annual inflation adjustments for tax year 2013, including the tax rate schedules and other tax changes from the recently passed American Taxpayer Relief Act of 2012. The tax items for 2013 of greatest interest t...
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