BIONDO Perspectives

New Tax Law Implications for Roth IRAs

By Kyle Clark

Tax Day is fresh on our minds, so I thought it would be appropriate to discuss some implications of the new tax law on your investments. Many do not realize that the new tax rates that are effective this year will expire in 2026 which means that taxes on Traditional IRA distributions will revert to […]

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Are your current allocations still in line with your expectations?

By Karl A. Wagner, III

What a year it has been in the markets and, in particular, the performance to date in our equity disciplines! You never know when a year like this will occur, which once again proves that timing the market generally is a fool’s errand and that the two major factors in a successful portfolio are discipline […]

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IRA Contributions

By Jean S. Pavek

Don’t forget that 2017 IRA contributions can be made until April 17, 2018, the federal tax filing deadline. Contribution limits have not changed – $5,500 – with those over 50 able to contribute up to $6,500. Also keep in mind that you can only contribute up to the amount that you earn from employment. These […]

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Responsible Legacy Planning

By Karl Wagner III

Recently, during a portfolio review, a client of ours realized that they had done nothing to plan for the responsible distribution of their assets upon their incapacity or demise.  Understanding that these topics are difficult to discuss, we cannot emphasize enough how proper planning results in the eventual preservation of assets and minimization of taxes. […]

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New Portfolio Offerings: ETFs

By Kyle Clark

  With the upcoming Fidelity conversion in mind, I thought it would be appropriate to introduce the new portfolio offerings that are now available. We are offering discretionary Exchange Traded Fund (ETF) portfolios to satisfy client accounts that do not meet the minimum account levels required to implement a separately managed account in a cost-effective […]

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