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Quarterly Market Outlook: Q1 2020

Videos

Quarterly Market Outlook: Q1 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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The Mamba Mentality: Constantly Striving to be the Best Version of Yourself

Blog

The Mamba Mentality: Constantly Striving to be the Best Version of Yourself

With the recent sudden passing of NBA superstar Kobe Bryant, it prompted me to focus my blog on his personal mantra, the constant quest to be better today than you were yesterday.

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3 Roth Conversion Traps To Avoid After The SECURE Act

News

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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2020 Federal Income Tax Brackets & Rates

Federal income tax brackets and rates for 2020 are shown below. Indexing has increased the income brackets by roughly 2% across the board.

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10 Tax Planning Tips Your CPA Might Have Missed

Infographics

10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Free Guides

10 Tax Tips

CPAs and the online programs you might use come tax time specialize in preparing your taxes — not tax planning. Think bigger than year to year. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades.

Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.

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Year-end Tax Checklist

The tax process is notoriously complex – there are plenty of details you could miss and plenty of cracks for money to fall through. What are the changes to your tax profile since the Tax Cuts and Jobs Act? Are you protecting your assets for the present and your estate for the future? Will you take the standard deduction or will you itemize?

Our tax checklist can help you prepare for these questions. Taxes are part of life. Let’s take as much stress out of the process that we can.

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Free Guides

Making Sense of RMDs

The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the previous rules.

Learn the full impact on your RMDs by downloading our “Making Sense of RMDs” whitepaper.

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4 Ways to Reach Your Financial Goals in 2020

Blog

4 Ways to Reach Your Financial Goals in 2020

As we ring in the New Year, and the beginning of a new decade, hopefully you have had time to reflect on the past and set goals for the upcoming year.

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Investing In The Stock Market: 12 Tips For Newcomers

News

Investing In The Stock Market: 12 Tips For Newcomers

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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