Resources

December Webinar Series

Vertex Planning Partners / Uncategorized / December 3, 2020

Did you miss our 3 part webinar series in December? If so, or if you’d like to revisit some of the content, below you can access the videos of the recordings. Roth Conversions and Help Maximize 24% Tax – RECORDED December 2, 2020 – WATCH THE RECORDING OF THE WEBINAR Year-End Business Tax Planning – […]

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Tough Competition

Vertex Planning Partners / Uncategorized / December 1, 2020

Careful planning can help you manage competing financial priorities Does this sound familiar? You keep meaning to increase your retirement plan contribution, but there seem to be too many other financial priorities that get in the way. Fortunately, with a little planning, you can develop a strategy to cover those expenses and help stay on […]

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October Webinar Series

Vertex Planning Partners / Resources, Uncategorized / October 2, 2020

How will the election affect your investments and future taxes? Don’t miss our 3 part webinar series in October. Learn more about each of the topics and guest speakers or register for each below. Election Impact on Markets – October 7, 3:30pm – WATCH THE RECORDING OF THE WEBINAR Market Outlook – October 14, 3:30pm […]

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4 Financial Planning Strategies during a Market Downturn

Vertex Planning Partners / Investing, Planning, Retirement, Tax Changes / May 7, 2020

During periods of market volatility, it is very normal to pay close attention to your portfolio while putting other aspects of your financial life on hold.  However, there are many important planning items that should not be overlooked during these times.  Here are a four planning ideas that can be implemented during market downturns that […]

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3 Wealth Transfer Strategies to Help with Changes to the “Stretch IRA”

Vertex Planning Partners / Estate Planning, Planning, Retirement, Tax Changes / March 13, 2020

Since the passing of the SECURE Act, many account holders of IRAs are concerned for the tax burden on their heirs since the abandonment of the so-called “Stretch IRA.” Below we highlight 3 potential wealth transfer planning opportunities that we may discuss with our clients: Life Insurance Due to the loss of the ‘stretch’, it […]

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Security Checks: Tips for Securing Your Online Transactions

Vertex Planning Partners / Resources / February 6, 2020

As technology continues to evolve, so too have the skills of cyber-criminals, who have honed their abilities to break through firewalls, stealing valuable personal data and funds. What steps might you consider to help secure your valuable personal and financial data when banking online? Consider the following tips as important baseline checks. Connect with caution. […]

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Investing During An Outbreak

Vertex Planning Partners / Investing, Planning / February 6, 2020

Over the past weeks, the world has been hit with terrifying news, a viral outbreak has inflected almost 25,000 people, killing at least 490 people. The United States imposed travel restrictions on movements to and from China, and even China has closed transportation of Wuhan, a city of 11 million people. For comparison, consider the […]

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The SECURE Act: What It Is and How It Will Impact Retirement

Vertex Planning Partners / Planning, Resources, Retirement, Tax Changes / January 14, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase access to workplace plans and expand retirement savings. The retirement legislation includes policy changes that will impact defined contribution (DC) plans, defined benefit (DB) plans, individual retirement accounts (IRAs) and 529 plans. Below are two […]

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Identity Theft and Taxes

Vertex Planning Partners / Investing, Planning / January 10, 2020

Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it to obtain tax and other financial and personal information about you. Identity thieves can get your Social Security number by: Stealing wallets, purses, and your […]

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Rebalancing

Vertex Planning Partners / Investing, Planning, Tax Changes / December 9, 2019

Most investors are aware of the importance of diversification, and as a rule diversification across asset classes (stock & bonds) helps to reduce risk.  After years like 2019 it can be especially important to not let risky assets drift out of range (become a larger portion of a portfolio) since as a portfolio grows in […]

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