Lenox can help you protect the financial future of your employees – and your business - with an affordable employer-sponsored LTC insurance program. Learn more below.
Todd Parker,ChFC,CLTC,CLU’s Post
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I am humbled to be recognized by Forbes as Top Financial Security Professionals Best-In-State. Special thank you to my Lenox team and clients for your continued trust and confidence. https://lnkd.in/eNZM3MTp
Forbes Top Financial Security Professionals Best-In-State List 2024
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People who are approaching retirement and have a 401(k) plan that contains significant holdings in appreciated employer stock may be able to minimize taxes on that stock. The strategy takes advantage of the net unrealized appreciation rules. This short article explains how it works.
Minimizing taxes on employer stock in your 401(k) plan
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🌟 Think twice before dipping into your retirement savings for gifts! It could lead to immediate taxes and penalties, impacting your long-term financial growth. Consider the tax implications carefully. 💸
When does it make sense to fund gifts with retirement savings?
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The forecast is strong: record sales in 2023 showed that the annuity game is fruitful. Let’s go over your annuity game plan.
LIMRA: U.S. Annuity Sales Post Another Record Year in 2023
limra.com
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You probably know that the Section 529 plan is a powerful college savings tool, but its benefits go beyond education costs. 🎓 Did you know you can also use it for elementary and secondary school expenses? ✏️ And there are unique estate planning advantages too! 💼 Exciting news: with the SECURE 2.0 Act, if your plan is overfunded, you can roll over unused funds into a Roth IRA. 💰
The Section 529 plan: A versatile financial planning tool
lenoxadvisors.com
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When it comes to estate planning, the core principles remain steadfast, yet in the 21st century, new assets demand attention. 💼💻 Wills, trusts, and legal documents safeguard assets, but now digital assets like passwords, social media accounts, and cryptocurrencies require careful consideration. 🗝️💰 Don't overlook these modern assets in your estate plan to ensure your legacy is carried out as intended. 🏛️
Digital Assets: The 21st Century Estate Planning Challenge
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Unmarried couples should have a financial plan in place to ensure that their wishes are carried out, as state law cannot provide the same protection as it does for married couples.
Financial planning is critical for unmarried couples
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Inheritances can be a welcome addition to your retirement fund, but it may make more financial sense to dispose of them or even turn them down. Find out why…
Should you sell (or even refuse) inherited assets?
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Are you worried about having a reliable income in retirement? Current market instability can wreak havoc on your retirement income. If you have an annuity, now may be the time consider adding more funds or to put one in place.
5 Reasons Why You May Need an Annuity
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If you employ house workers directly, make sure you understand your tax obligations. Here’s a quick overview of what household help employers need to withhold and file with the IRS.
If you have household help, you probably have tax obligations
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Todd Parker,ChFC,CLTC,CLU in your opinion at what age should one begin to consider long term care insurance? Is there a age where it becomes too late to buy it?