Private Sector Information
Series I Savings Bonds’ Paying 6.89%
Series I Savings Bonds’ Paying 6.89% Investors should consider purchasing I bonds before rates change May 1st, 2023. As of today, I bonds are
What is a 529 Educational Savings Plan
A 529 is an educational savings plan sponsored by each individual state. The purpose is to offer specific tax benefits and encourage parents to save
Tax-Loss Harvesting: Consider Before End of 2022
As of this writing, the S&P 500 is down year-to-date -16.26% and the NASDAQ is down -29.14%. While 2022 has not been kind to the
ROTH CONVERSIONS: 2023 IS A GREAT OPPORTUNITY
Roth Conversions: 2023 is a Great Opportunity
After a down market like 2022, Roth conversions have become an important topic of conversation with our clients. There are several reasons for this:
