Bypassing Probate

by Katie Brown | May 8, 2025 | General, News

Bypassing ProbateYou may have heard about the horrors of probate, but in truth, probate has gotten an undeservedly bad reputation, especially in recent years. If you bypass probate, your estate will go to your beneficiaries without any court proceeding, and you may...

Exceptions to the 10% Early-Withdrawal Penalty

by Katie Brown | May 1, 2025 | General, Retirement, Tax

Exceptions to the 10% Early-Withdrawal PenaltyWithdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income taxes due. [Distributions from Section 457(b) plans are...

A/D Juicebox Hello Spring: Planting Seeds for Future Wealth! – April 9th

by Katie Brown | Apr 24, 2025 | General, News

A/D Juicebox Hello Spring: Planting Seeds for Future Wealth! We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates. Disclosures: The opinions...

Tax Planning for Annuities

by Katie Brown | Apr 19, 2025 | General, Tax

Tax Planning for Annuities Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions before deciding whether to purchase an...

Private Foundations

by Katie Brown | Apr 3, 2025 | General, Investment

Private Foundations What is a private foundation? A tax-exempt entity operated for charitable purposes Private foundations are tax-exempt entities, just like hospitals or universities. What makes them different from organizations that are known as public charities is...