Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies The Tax Cuts and Jobs Act has been touted as a way to help taxpayers keep more of their money and to make the tax filing system easier. However, with a big change in the deductibility of state and local taxes (“SALT”), there […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Pete Biebel, Vice President When trading resumed following the holiday weekend last Tuesday, stocks opened sharply higher.  So far, 2018 seems to have a propensity for this sort of moon-shot, gap-up opening.  The opening gains pushed a couple of the major averages through major levels.  The Dow Jones Industrial Average (DJIA) blew through the […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As part of the Tax Cuts and Jobs Act (“Act”), the ability to deduct mortgage interest was one of the few deductions left standing.  However, the deduction did take a few hits.  Under the Act, interest on newly acquired mortgages is only deductible […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Pete Biebel, Vice President The first two weeks of 2018 have produced a beauty of a rally in the stock market.  The Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX) both gained more than 4% in just the nine trading sessions year-to-date.  The NASDAQ Composite Index (COMP) has tacked on more […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans Changes to both standard and itemized deductions have been among the most discussed provisions of the new tax rule.   The new rule significantly modifies itemized deductions, while completely eliminating miscellaneous itemized deductions. Under the new tax rule, individuals will no longer be able to […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning One of the key retirement account changes within the 2018 tax reform package was a change impacting Roth IRA conversions, and more specifically, “undoing” a Roth conversion. Prior to 2018, if you completed a Roth conversion, you had the ability to reverse that […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies Happy New Year!  And what a new year it has been already.  First, the annual gift tax exclusion (the amount you can gift tax-free each year) has increased from $14,000 to $15,000 per person.  Thus, you can give up to $15,000 per person to […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans In the past, tax-advantaged ways to save for K-12 education expenses at public, private or religious schools were limited. One popular option, Coverdell Education Savings Accounts (ESAs), have been around since 1998, but limit contribution amounts to $2,000 a year for children under […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Pete Biebel, Vice President The 2017 stock market party continued through the first week of 2018 with raucous enthusiasm.  Revelers seemed to all be belting out their favorite tune, It’s Buyin’ Time Again.  The Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX) both jumped about 2 ½% for the week, and […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing One of the most impactful aspects of the new tax law involves changes made to the standard and itemized deductions.  While taxpayers can still choose to either take the standard deduction or to itemize, the decision-making math has changed.  In 2018, the standard […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing The passage of the Tax Cuts and Jobs Act has presented us with one of the biggest tax rules in recent memory. At over 1,000 pages, it will take everyone awhile to sort through the changes, much less develop strategies to take advantage […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans The final few weeks of the year can be a busy time filled with shopping, parties, and family time.  As you sit down together and make your to-do lists, don’t forget to check on your retirement savings accounts.  Here are some IRA to-dos […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans If you’re over age 70½ or you are the beneficiary of an inherited IRA or retirement plan, don’t forget to take your required minimum distribution (RMD) before the end of the year. For convenience, you may be able to have your RMD automatically […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing Year-end is a great time to review your tax situation for opportunities to pay less in taxes or pay taxes at a lower rate. Review your portfolio and other financial matters along with your projected income and tax rates with your tax advisor […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Pete Biebel, Vice President This is it.  This is the week the House and Senate are expected to vote to approve their compromise tax overhaul package.  Don’t tell anybody, but I’m hoping the ayes have it.  I’m hoping the House approves the bill when they vote tomorrow and the Senate also votes for approval […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans Tired of holiday shopping? Give the gift of education! If you have grandchildren in your life, helping them with the rising costs of a college education will go a long way. The College Board reports the average 2016-2017 cost for tuition, fees, room […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans Part 2 of a 2-part series Retirement means different things to different people.  Your age when you retire can be impacted by many factors such as your health, your love of the work you do, your need for financial stability, or even your […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies It’s the holiday season and it may be a time that you rarely get to see all of your loved ones at once.  It’s important to share quality time with them, of course, but it may also be a key opportunity to have what […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans Hurricanes Harvey, Irma, and Maria, and the recent wildfires in California have had a significant and devastating impact on many U.S. taxpayers.  Individuals and businesses located in Florida, Georgia, Puerto Rico, and the Virgin Islands, as well as parts of Texas and California, […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post

The December Chill

  • By Pete Biebel, Vice President The market began last week with a celebration for the passage of the Senate tax bill, which had been voted through over the previous weekend.  Monday morning dawned and the party was on.  Stocks rocketed higher… well, for about 14 minutes anyway.  The whole market gapped up that morning, but […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support The financial markets closed at new record highs numerous times during 2017. Earnings reports continue to be strong, particularly for multi-national companies, due to a pick-up in global economic growth, a weaker dollar, and a continued economic rebound here at home. While interest rates […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans Part 1 of a 2-part series. Retirement means different things to different people.  Your age when you retire can be impacted by many factors such as your health, your love of the work you do, your need for financial stability, or even your […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools If you have children between the ages of 18 and 25 then I’m sure you know what FAFSA stands for! The FAFSA (Free Application for Federal Student Aid) is the main financial aid document that millions of college students and their parents complete every […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing In 2017, we have had strong equity performance which may have generated some taxable capital gains. Before year end, check to see if you have other positions with unrealized losses to help offset some of your gains. Tax loss harvesting is a method […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies At year end, many enjoy giving gifts to loved ones. For those that may face a potential federal or state estate tax, making annual gifts may help save on those taxes in the long run. Under federal law, every person can gift up to […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Pete Biebel, Vice President The Dow Jones Industrial Average (DJIA) hit it out of the park last week, gaining nearly 3%.  The traditionally strong holiday period has been getting an extra boost from hopes for tax reform and good economic news.  In my most recent commentary, Par for the Week, 11/20/2017, I wrote, “Things […]

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Post
  • By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans As we near the holiday season, and the weather turns much cooler for many of us, this is a great time for employer-sponsored retirement plan sponsors (for-profit business owners and nonprofit groups) to evaluate the ‘success’ of their retirement programs for 2017 while also […]

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