Your SUPER-powered WP Engine Blog
This week’s One Minute Tax Tip discusses managing your #charitablegiving in a tax-smart way by considering opening and funding a DAF, or donor advised fund. In addition to the benefit of potentially receiving an immediate #incometaxdeduction, opening and funding a DAF allows you to transfer and donate stocks, bonds, and other appreciated investments, helping you to avoid paying capital gains …
Continue reading “Donor Advised Funds (DAF) | One Minute Tax Tips”
Wealth advisor Matt Regan, with the first in a weekly series, One Minute Tax Tips, discussing Roth IRA conversions. In today’s low (and possibly temporary) current income tax environment, considering paying some tax *this year*, in 2020, to do a partial Roth conversion and gain the benefit of having sheltered additional money in a tax free Roth IRA may make …
Continue reading “One Minute Tax Tips – Roth IRA conversions”
Own a Concentrated Stock Position? Our 5 Strategies to Help Manage Risk and Taxes Stock compensation can be a wonderful complement to a traditional compensation package, oftentimes contributing significantly to an investor’s net worth. However, there is an overlying risk to investors who have too much of their net worth concentrated in the stock of one company. …
Continue reading “Strategies to Own a Concentrated Stock? 05.20.2023“
We expected it to be this way, right? Historically, the market has always gotten a bit crazy both before, and after, the election: Since Election Day on Tuesday, the S&P 500 has rallied 4%, and has enjoyed its best start to the month of November ever, up 7.4% in four days. At Towerpoint Wealth, we believe there …
The Towerpoint Wealth family enjoyed an afternoon of #teambuilding and camaraderie on the #sacramento river yesterday, taking a quick voyage up and back on the Sacramento Brew Boat to the iconic Virgin Sturgeon restaurant for lunch! Also, happy birthday to our newest TPW family member and wealth advisor, Matt Regan!
Our President, Joseph F. Eschleman, CIMA®, was profiled in Financial Advisor IQ’s October issue, discussing how the proper use of social media helps independent wealth management firms, and individual advisors, to establish thought leadership, gain credibility, and engage with current and prospective new clients. We’re biased, but it is a great article – click HERE to read what he had …
Continue reading “Towerpoint Wealth’s President Featured in Financial Advisor IQ Magazine”
