Carson Wealth

JUNE 26, 2025

If you wait until tax season to talk to your tax professional about planning opportunities, the advantages will not be useful for your prior year’s tax period. For most tax advisors and financial advisors, the ideal time for tax planning is early in the year—even if most strategies won’t be implemented until October or November.

Tax Planning

Walkner Condon Financial Advisors

APRIL 27, 2023

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?” It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner.

Retirement Planning

Walkner Condon Financial Advisors

APRIL 13, 2022

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?”. Roll” the 403(b) into your new employer’s retirement plan. Roll” the 403(b) into your new employer’s retirement plan. Cash it out.

Retirement Planning

Clever Girl Finance

JANUARY 22, 2024

Types of guidance you can get from budget counseling Expert tip: Leverage budgeting tips from counseling to improve your finances How much budget counseling costs Where to find a budget counseling service Questions to ask to help you choose the right counseling service What makes a financial counselor and a financial advisor different?

Budgeting

James Hendries

SEPTEMBER 13, 2022

Retirement plans for churches and government agencies. Employers with a 401(k) or 403(b) plan in place before the enactment of SECURE 2.0. all employer matching dollars must deposit into the employee’s pre-tax retirement savings account. Extend to 403(b) retirement plans some of the design features of 401(k) plans.

Retirement Planning

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community.

Estate Planning

Carson Wealth

JANUARY 31, 2023

What to Know About Defined Contribution Plans The following are answers to some of the most common questions about defined contribution plans. If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options. Find answers below.

Planning