Joshua Dobi, CFP (R)

Your financial plan can be antifragile, strengthening under stress, with a 4-bucket approach.

Yes, although you will want to consider both the plan's limit and the gift tax rules. Every plan has a lifetime contribution limit; in the majority of states, this limit is at least $350,000.

Help your clients protect their most valuable asset — their income. Use this video to start the conversation today.

If you have an IRA and you are approaching retirement age, you have probably heard the term “required minimum distribution” (RMD). But do you know the details of how the rules work and what they mean for you? Here are five facts about RMDs that every IRA owner should know. https://lnkd.in/deiG-7b2

Is your financial advisor a fiduciary? Learn why this matters for your financial health and well-being.

There are many benefits that come with owning a life insurance policy earlier rather than later. Let’s discuss how MassMutual’s life insurance solutions can help your clients, no matter where they are in life.

With the sunset of the TCJA approaching, it's essential to consider how capital gains and losses could affect your tax strategy. If you expect your tax rate to increase after 2025, consider harvesting gains in 2024 and 2025, selling assets that have appreciated to take advantage of potentially lower rates now. Conversely, deferring capital losses until after 2025 could help you offset gains that may be taxed at higher rates, reducing your overall tax liability. Please just be aware of the wash sale rules, which can limit the tax benefits of selling an asset at a loss if you repurchase it within 30 days.

A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.

Have you just received an inherited #IRA? If so, don't forget about taxes! In this new Investor's Business Daily article, Ed Slott discusses the next steps to ensure you keep as much of your inheritance as possible. Read the full article here.

People who inherited retirement accounts in recent years finally have guidance from the Internal Revenue Service on how to drain their accounts. A few strategies can help you avoid handing over more than necessary to the IRS.

Our latest Fixed Income Perspective examines how to approach fixed income investing as Fed rate cuts draw closer.

Our latest Fixed Income Perspective examines how to approach fixed income investing as Fed rate cuts draw closer.

Our latest Fixed Income Perspective examines how to approach fixed income investing as Fed rate cuts draw closer.

Our latest Fixed Income Perspective examines how to approach fixed income investing as Fed rate cuts draw closer.