Posts by Peters & Associates Staff

August Client Bulletin

How The New Tax Law Affects 529 Plans

For many years, 529 college savings plans have offered a tax-favored way to save for higher education. These plans, officially qualified tuition programs, are named for the IRC section that provides their advantages.

Read more here.

invest-view

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

Read more

July Client Bulletin

More Give in the Gift Tax

The Tax Cuts and Jobs Act of 2017 increased the federal estate tax exemption to $11.18 million for 2018. That’s per person, so the combined exemption for a married couple
can be as much as $22,360,000 worth of assets this year.

Read more here.

invest-view

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

Read more

April Client Bulletin

Patience Is Prudent

The Tax Cuts and Jobs Act (TCJA) of 2017, passed at year end, has been called the most extensive tax legislation in more than 30 years. It’s certainly far reaching, covering individual income taxes, business income taxes, and estate taxes. The new law has many tax saving opportunities as well as possible pitfalls.

Read more here.

invest-view

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

Read more

March Client Bulletin

Weighing the risks of bond funds

Most portfolio allocations call for a mix of stocks (equities) and bonds (fixed income). The underlying theory is that stocks may deliver substantial results over the long term, whereas bonds contribute interest income and lower volatility.

Read more here.

invest-view

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

Read more