With Trump set to take office as the 47th U.S. president, John Gullo analyzes how new policies may impact the economy, taxes, and client portfolios. Read More
2024 IRS Update on Inherited RMDs
2024 Update to Key Changes to Inherited IRA Rules: Secure Act 2.0 updates and implications make changes to RMDs and beneficiary requirements. Read More
Strategies for an Overfunded 529 College Savings Account
Jim Warner explores what to do with excess or unused funds in a 529 savings plan, including a new Roth IRA rollover option starting in 2024. Read More
Roth IRA: A great place to begin your wealth strategy
There’s power in creating a Roth IRA at an early age. Tucker Weppner gives an IRA overview and how they benefit wealth strategies and retirement planning. Read More
Reflection and Outlook: A Letter From the CEO
Justin Sanderson shares thoughts on 2022 and the new year. Read More
IRS Announces Raises to Retirement Contribution Limits for 2023
Jim Warner outlines how the IRS is adjusting to high inflation by allowing individuals to save more for retirement next year. Read More
Spousal Lifetime Access Trusts: Preparing for the Sunset of Current Estate Tax Laws
Tim Domino shares how families can utilize today’s high estate tax exemption amounts through a Spousal Lifetime Access Trust. Read More
The State of the IRS — Down but Not Out
Tim Domino from Sanderson encourages taxpayers not to dismiss the IRS’s auditing power, despite the agency currently being overwhelmed and underfunded. Read More
2021 Year in Revision – Watch the WealthVantage e-Symposium
Watch a video series of Sanderson Wealth Management advisers reviewing the top financial headlines of 2021 and evaluating forward-looking trends. Read More
Beware: The Advance Child Tax Credit is Coming Back to Bite You!
Tim Domino from Sanderson Wealth Management warns taxpayers about the unintended tax consequences of the Advance Child Tax Credits (ACTCs). Read More