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Wealth Management Group Newsletter – Spring 2021
ORBA's Wealth Management Group Newsletter details how the American Rescue Plan Act (ARPA) affects the child tax credit (CTC) and the child and dependent care credit (CDCC) and describes the benefits and restrictions of a Simplified Employee Pension Individual Retirement Account (SEP IRA) and a solo 401(k) plan.
Wealth Management Group Newsletter – Fall 2020
One of the CARES Act provisions allows eligible individuals to withdraw up to $100,000 from IRAs and 401(k)s without triggering the 10% early withdrawal penalty. ORBA's Wealth Management Group Newsletter provides details and warns about potential pitfalls.
Wealth Management Group Newsletter – Summer 2020
Our Wealth Management Group's Summer 2020 Newsletter guides new purchasers of life insurance navigate the confusing insurance market and describes potential tax savings from making gifts and paying medical expenses on behalf of family members.
Wealth Management Group Newsletter – Fall 2019
Our Wealth Management Group's Fall 2019 Newsletters shares insight on how qualified small business stock can lead to tax breaks, as well as information on new rules that make 401(k) hardship withdrawals easier to obtain.
Tax Connections Newsletter – Fall 2019
Our Tax Connections Fall 2019 Newsletter explains some factors to consider when deciding what to do with the savings accumulated in a 401(k) account as well as information on the tax implications of equity-based compensation.
Tax Connections Newsletter – Summer 2019
Our Tax Connections Summer 2019 Newsletter offers advice on implementing a “backdoor Roth IRA” strategy that allows anyone, regardless of income, to enjoy a Roth IRA’s benefits, as well as guidelines on when to deduct business meals.
Wealth Management Group Newsletter – Spring 2019
Our Wealth Management Group's Spring 2019 Newsletters offers three options to consider if your term life insurance is expiring, as well as insights on the difference between investing and speculating.
Tax Connections Newsletter – Spring 2019
Our Tax Connections Spring 2019 Newsletter offers insight on qualified opportunity zones, as well as advice regarding estate planning for when you or a loved one becomes terminally ill.
Wealth Management Group Newsletter – Winter 2019
Our Wealth Management Group's Winter 2019 Newsletter discusses the significance of cash and its integral role in a diversified portfolio, as well as insight on borrowing against your life insurance policy.
Tax Connections Newsletter – Fall 2018
Our Tax Connections Fall 2018 Newsletter offers clarity regarding LLC members and self-employment tax, as well as advice to take into account before hiring household help.