Blog

June 6, 2024
529 Plan to Roth IRA Rollovers
529 plans are powerful tools that allow family members and loved ones to save for a child's education tax-efficiently. These accounts offer strategic education planning opportunities, but determining the amount to fund has proved challenging, as balances not used for qualified education expenses are subject to penalties and income taxes. The latest legislation, Secure Act […]
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May 9, 2024
Roth IRAs:  Retirement & Legacy Planning Strategies
Roth IRAs are a great tool for retirement and passing on wealth because they offer tax advantages and flexibility. By including them in your financial plan, you can grow your money tax-free, diversify your income in retirement, plan your estate better, and easily access funds when needed. While some people can't contribute due to income […]
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April 11, 2024
Optimizing Charitable Contributions: Find the Most Effective Giving Strategy
In navigating the landscape of charitable giving, individuals often find themselves contemplating the most efficient and impactful means of supporting causes that resonate with them. Determining the optimal way to donate is not just about the amount contributed but also about the effectiveness of the contribution. Factors such as administrative costs, transparency, and the direct […]
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March 14, 2024
Planning For the Tax Cuts and Jobs Act Sunset in 2026
Many significant tax changes enacted in the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire, or “sunset”, at the end of 2025. The biggest of these changes relate to the estate and gift tax exemption which was increased from $5.45 million in 2016 to $13.6 million per individual in 2024 but is […]
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February 15, 2024
Understanding Amazon Executive Compensation
Amazon provides a range of benefits designed to assist employees in wealth accumulation, risk management, and retirement planning. Make sure you understand the opportunities that are available to you and how to make the most of your compensation package. Working with our team of wealth consultants can help you better understand how the choices you […]
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January 25, 2024
Understanding Microsoft Executive Compensation
Microsoft employees have many opportunities to defer their current income, save on taxes, and set up future retirement goals. Make sure you understand the various components of your benefits package, so you are taking care of your current cash flow needs while planning for future objectives. Reach out to your wealth consultant to review how […]
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January 19, 2024
Key Financial Data 2024
While there were no significant tax law changes in 2023, with three major pieces of legislation passed within the last four years there are many items to be aware of looking forward. For 2024 the IRS announced substantial inflation adjustments that mean higher thresholds for tax brackets, a larger standard deduction, and an increase in […]
By: Evergreen Gavekal
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December 7, 2023
Charitable Giving Year-End Checklist
Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the lives of others and fostering a sense of community. Reviewing a checklist before the end of 2023 can be beneficial in ensuring that your contributions are aligned with your values and optimized for tax efficiency. Take note of […]
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December 5, 2023
Understanding the People in Your Plan (Estate Documents)
On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to name for various roles in their estate plan. This podcast covers Vercio’s recent blog post “A Guide to Advanced Medical Directives” and goes more in-depth, using real-life examples of successes and challenges when those documents […]
By: Evergreen Gavekal
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October 26, 2023
Navigating Medicare Open Enrollment
As the leaves change colors and fall ushers in a new season, it also marks the beginning of an essential period for millions of Americans – Medicare Open Enrollment. This annual window, which runs from October 15th to December 7th, offers beneficiaries the opportunity to review, modify, and enhance their Medicare coverage. For many, this […]
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