Roth IRA Archives - Strategic Wealth Partners

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The Expansion of 529 Plans

November 1, 2018

What is a 529 Plan? The Tax Cuts and Jobs Act of 2017 increased the benefits of 529 savings plans, which make them ... Read More

Roth IRAs for Young Investors

October 15, 2018

Why Roth IRAs? With fewer available sources of guaranteed income in retirement (social security & pensions), planning for your retirement ... Read More

Are My Social Security Benefits Taxable?

November 20, 2017

The taxability of social security benefits is often overlooked in retirement planning. By skipping this step many people overpay taxes ... Read More

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Realistically, the market is having a fight between those who are thinking the Santa Rally has started and those who are worried about an overbought market concentrated in a few megacap tech stocks. I can see that in my own market measures. My short-term, volatile…
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Q3 2023 Performance Report

November 2, 2023

Early this year, I agreed with Stanley Druckenmiller that this was an incredibly difficult year to manage, given all the crosscurrents. My answer to that was to just concentrate in traditional safe havens. Until recently, that’s turned out to be a terrible idea. In general, I…
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Again

October 23, 2023

Last week saw the S&P 500 drop 2.4%. That’s not the end of the world but neither is it great. For better or worse, this week’s blog is going to look pretty similar to what I said at the beginning of last week, as the basic…
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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth