Wealth Management Group Newsletter – Summer 2023
ORBA's Wealth Management Group's Summer 2023 Newsletter discusses the advantages and requirements of qualifying under Section 1202 and the importance of financial planning as an unmarried couple.

Wealth Management Group Newsletter – Spring 2023
ORBA's Wealth Management Group's Spring 2023 Newsletter offers advice on making the most of your flexible spending account for healthcare and warns of the most common mistakes in estate planning.

Wealth Management Group Newsletter – Winter 2023
ORBA's Wealth Management Group Winter 2023 Newsletter offers advice on whether you are obligated to pay taxes on household help and outlines the benefits of Health Savings Accounts (HSAs).

Wealth Management Group Newsletter – Fall 2022
ORBA's Wealth Management Group Fall 2022 Newsletter highlights the advantages and drawbacks of a self-directed IRA and suggests a number of options to consider regarding estate and gift planning.

Wealth Management Group Newsletter – Summer 2022
Term life insurance policyholders generally have a couple of options if their term is ending and they desire further protection. They may be able to renew the policy without submitting to a new medical exam — or buy a new term life policy. Another possible option is to buy a permanent policy. ORBA's Wealth Management Group Newsletter highlights the advantages and drawbacks of each choice.

Wealth Management Group Newsletter – Spring 2022
ORBA's Wealth Management Group Newsletter explains how inflation can slow the growth of certain assets and erode the purchasing power of investments. The newsletter also illustrates what retirement savers should do if they have maxed out their 401(k) contributions.

Wealth Management Group Newsletter – Winter 2022
ORBA's Wealth Management Group Newsletter examines the tax obligations when employing household workers and provides tax-planning ideas for retirees.

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.