Insights Category: Estate Planning
Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Annual Financial To-Do List
September 19, 2022
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Year End Tax Planning for Middle-Class Millionaires
November 16, 2021
It is time to start thinking about moves that may help lower your tax bill for this year and next....
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Estate Planning / Financial Planning / Market Updates / Retirement
Why Roth IRA Conversions May Now Be Advantageous
September 14, 2020
Thanks to a couple of factors, some Middle-Class Millionaires are thinking about this move before 2020 ends. Kendall Capital can...
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Estate Planning / Financial Planning / Retirement / Taxes
Where is Your Priority: Tax Preparation or Tax Planning?
October 16, 2020
Tax planning is very different than tax return preparation. The goal of tax preparation is to minimize your tax owed...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
What Happens When There Are No Beneficiaries
July 21, 2022
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
The SECURE Act Key Changes and FAQ’s
January 2, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase...
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Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement / Taxes
The Pros and Cons of In-Service Retirement Plan Rollovers
May 18, 2020
Should you withdraw and reinvest your retirement plan money while you are still employed? Did you know you might be...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
The Behavior Gap and Your Financial Health
June 28, 2022
How might it affect you? “It turns out my job was not to find great investments but to help create...
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Estate Planning / Financial Planning / Retirement / Taxes
Retirement Blindspots
December 9, 2020
Some life and financial factors that Middle-Class Millionaires sometimes overlook. We all have our “blue sky” visions of the way...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
New Retirement Contribution Limits for 2023
November 17, 2022
Near-record levels. The Internal Revenue Service has released new limits for the coming year. After months of high inflation and...
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