Year-End Financial To-Do: Last Call for 2021 RMDs

Year-End Financial To-Do: Last Call for 2021 RMDs

By Theresa Cagle Fry, Senior Vice President and Manager of IRAs, Retirement & Education Planning Another year is almost behind us. If you are like me, you have probably caught yourself saying, “I’ll take care of that after the holidays.” Well, we are...

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Year-End Financial To-Do: Take or Defer Gains and Deductions

Year-End Financial To-Do: Take or Defer Gains and Deductions

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies It’s nearing year end, and while you may be looking forward to a fabulous New Year’s celebration, remember the tax man comes calling next year as well! Accordingly, now is...

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Year-End Financial To-Do: Evaluate Roth IRA Conversion

Year-End Financial To-Do: Evaluate Roth IRA Conversion

By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning If you have been considering a Roth conversion, there are only a few weeks left in the year for the conversion to count as a taxable transaction for 2021....

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Year-End Financial To-Do: Remember Retirement Plan Deadlines

Year-End Financial To-Do: Remember Retirement Plan Deadlines

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Most business owners are accustomed to the year-end being a hectic time, and those with employer-sponsored retirement plans have additional items they must be mindful of as we...

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Year-End Financial To-Do: Check Your Withholding

Year-End Financial To-Do: Check Your Withholding

By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning Nobody likes to have surprises when they file their income tax return. One easy way to estimate if you may be getting a refund or owe income taxes is to do a...

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Year-End Financial To-Do: Take Your RMDs; Consider QCDs

Year-End Financial To-Do: Take Your RMDs; Consider QCDs

By Theresa Cagle Fry, Senior Vice President and Manager, IRAs, Retirement & Education Planning November is here and with that comes plans for holiday get-togethers with family and friends. It can also create a sense of urgency since there are only a...

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Year-End Financial To-Do: 2020 is Over, Get Ready for 2021

Year-End Financial To-Do: 2020 is Over, Get Ready for 2021

Now that we’re literally on the cusp of the dawn of a new year, here are a handful of reminders to put the wraps on our year-end blog series. We hope you have found these useful and encourage you to take note and take action on the items that are...

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Year-End Financial To-Do: Review Your Estate Plan

Year-End Financial To-Do: Review Your Estate Plan

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies So, you’ve made it through Christmas and the year of COVID-19. We’re almost to New Years and hopefully better times. That said, life’s responsibilities remain, and it’s a...

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Year-End Financial To-Do: Develop Your Long-Term Care Plan

Year-End Financial To-Do: Develop Your Long-Term Care Plan

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance November is Long-term Care Awareness Month Long-term care needs will vary from person to person, but according to HHS’s Administration on Aging, someone turning 65 today is 70%...

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Year-End Financial To-Do: Create a Plan for the Future

Year-End Financial To-Do: Create a Plan for the Future

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing Bring on the New Year! As you celebrate the end of 2019 and bring on the holiday cheer for 2020 hopefully you feel good in knowing that you have a financial plan for the...

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Year-End Financial To-Do: 529 Plans and Education Expenses

Year-End Financial To-Do: 529 Plans and Education Expenses

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing As the year comes to an end, there are so many things to think about. The holidays, guests, gifts and celebrations are probably all front in your mind. Don’t let all of these...

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