Leading financial advisor Cary Stamp, based in Jupiter, FL, offers an overview of the exceptional tax credits up to $5,000 per year for businesses that launch new 401k plans (made available through a Secure Act provision). TRANSCRIPT: Hi, I’m Cary Samp with Cary Stamp & Co., and this is a Principled Wealth…
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What’s in the Secure Act? Financial advisor Cary Stamp addresses the four primary ways the recently passed Secure Act will affect individuals and families, most notably on Individual Retirement Accounts (IRAs) and 529 Education Plans. TRANSCRIPT: What’s in the Secure Act? I’m Cary Stamp. This is a principled wealth moment. Welcome to…
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Leading financial advisor Cary Stamp, CFP® discusses the tax efficiency benefits of Donor Advised Fund bunching deductions. TRANSCRIPT: Today I’d like to talk about how we can make the world a better place, and get some tax deductions all at the same time. And it’s by using a strategy that we call “Bunching Deductions.”…
READ MORE ⟶As we prepare for tax season, it is a good idea to start thinking about how we can structure our finances, investments and charitable planning to give us a better outcome a year from now. The following are a few ideas we are discussing with our clients; Bunch your charitable giving. With a standard…
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