January 19, 2016 |
New Fiduciary Rule Could Be Good For Investors In 2016
The stock market may be a little bit bumpy in 2016 but it looks like those who are focusing on retirement saving can benefit ...
Learn MoreNew Fiduciary Rule Could Be Good For Investors In 2016
The stock market may be a little bit bumpy in 2016 but it looks like those who are focusing on retirement saving can benefit during this same period. This is because the US Department of Labor is applying the final touches to what’s known as a fiduciary rule that means a lot for anyone who has an individual retirement account or 401(k).
This rule will alter the retirement advice business completely because it will mandate that insurance agents, brokers, banks and mutual fund companies all keep their fees low in order to protect your savings from excessive risk when you are receiving information about what to do next. One important thing to consider in relation to this regulation has to do with the case of J.P. Morgan Chase and Company. 
Schedule a meeting with a member of our advisory team
Blog
January 18, 2016 |
What Estate Planning and Financial Planning Moves Should I Make Before 2017?
If you are one of the individuals who felt like the New Year came up far too quickly for you to accomplish your estate planning ...
Learn MoreJanuary 15, 2016 |
S Corporations and Shorter Built-in Gains Periods
S corporations are most popular as a tax vehicle because it allows for only one layer of tax instead of the double layer of tax ...
Learn MoreJanuary 14, 2016 |
What You Need to Know About Rising Interest Rates and Estate Planning
The Federal Reserve’s most recent decision to increase interest rates does carry implications for individuals who are considered affluent. This mostly has to do with ...
Learn MoreJanuary 13, 2016 |
Materials You Should Have Before Applying for Medicaid
After discussing your Medicaid application and preparing for it in advance with your elder law attorney, there may be an appropriate time you should begin ...
Learn MoreJanuary 12, 2016 |
Tips for Small Business Owners Who Have Ignored Their Succession Plans
Many small business owners know the struggle of keeping track of multiple priorities working long hours and taking risks. However, even the most successful small ...
Learn MoreJanuary 11, 2016 |
Why the Right Insurance is So Important for Your Asset Protection Plan
The first step in any plan to protect your assets should involve obtaining the right insurance. Many self-employed individuals, for example, do not realize that ...
Learn MoreJanuary 8, 2016 |
Digital Planning Options for Your Estate: To Thoughts of Worldly Goods
Our technological world now adds our digital legacies and a key is to go through all the questions that will, in their entirety, result in ...
Learn MoreJanuary 7, 2016 |
Conscience and Ethics in Estate Planning
Estate planning is a demonstration of personal values. As humans we have the unique ability to conceive and do the right thing like writing down ...
Learn MoreJanuary 6, 2016 |
There is No Magic Pill for Asset Protection Planning
There is no question that cyber threats exist and that for many it is not a question of if but when. One issue is that ...
Learn MoreSchedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account
Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...
<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End
Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning
Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...
<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
