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  • Recommended for you

    Basics of Financial Planning – July 2017

    On July 19th, we covered the basics of financial planning during a LIVE webinar.

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    Market Observations June 2017

    With the first half of 2017 coming to a close, we’re seeing a shift in equity market leadership, with European large-cap stocks emerging from their doldrums and international stocks generally showing attractive returns.

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    How Can Technology Help You Manage Your Money?

    Today, there are countless ways technology can help you manage your money, create a better budget, and even save on the purchases you make every day. We believe that each of these can be an important component of a holistic financial plan.

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    Digital Deception: Current Trends in Cybercrime

    Cybercrime is a growing topic of importance. What tactics are digital thieves using today and, more importantly, how can investors protect themselves? Explore this topic to ensure your hard-earned assets are as safe as possible from cyber threats.

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    Saving for College AND Retirement

    These days it’s not uncommon for parents to postpone starting a family until both spouses are settled in their marriage and careers. Though this strategy can be advantageous, it can also present a dilemma — the need to save for college and retirement at the same time. Facing this dilemma? Download our four page resource which can help you navigate this challenging scenario.

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    Portfolio Stress Test

    Is your portfolio positioned for a major market event? More importantly – does your portfolio match your tolerance for risk? Our portfolio stress test can help you understand the answer to each of these questions. We provide this complimentary service to our clients and members of the public.

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  1. Roth IRA Conversions

    With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the 2016 Investment Company Fact Book, 20 million U.S. households (about 16.3%) owned Roth IRAs in 2015.

  2. The Tax Facts About Year-End Gifting

    Tis the season for giving, as the clock runs down on 2016. This is a good time to think about year-end gifting. I’m talking more than the usual presents under the tree.

    Currently the individual 2016 and 2017 annual gift exclusion amount is $14,000 per any one individual. You can gift up to the exclusion to anyone (not just family members) and any number of people, without the need to report the gift or incur any gift tax. Married couples can gift twice as much ($28,000) using gift splitting (this requires them to file a gift tax return using IRS Form 709).

    We all have a lifetime exclusion. This is the amount above the $14,000 annual limit that we may gift during our lifetime without incurring gift taxes. For 2016, that amount is $5,450,000, and in 2017 it increases to $5,490,000.

  3. Top 5 Things to Consider Prior to December 31st

    1. IRA REQUIRED MINIMUM DISTRIBUTIONS (RMDS)

    If you are over age 70 ½ and have money invested in a traditional or SEP IRA account, the IRS mandates that you begin taking distributions from your account. The IRS penalty for not taking the distribution can be punitive, and the rules are tricky, so be sure to speak to your Wealth Advisor regarding your RMD requirements.

Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide expert advice, insight, and perspective.

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