FREE ONLINE FINANCIAL BOOT CAMPS


   



Register for our free webinars:



CASH BALANCE PLANS FOR SMALL BUSINESS OWNERS
THURSDAY, FEBRUARY 23, NOON – 1 PM EST

Retirement plan contributions have been the most straightforward way for a high-income business owner to defer income taxes. While cash balance pension plans have steadily increased in popularity since 2010, the 2019 SECURE Act moved the deadline to the company’s tax filing deadline to implement a cash balance plan for the previous year. This gave business owners with steady profits extra time to evaluate their options. If you are a business owner who has consistently maxed out your 401(k) deferrals and looking for one last way to lower your 2022 tax burden, you won’t want to miss this one!


STRATEGIES FOR SECURE 2.0, MA’S MILLIONAIRE TAX, AND THE EXPIRING TAX CUTS AND JOBS ACT - Click to Register or receive a recording
THURSDAY, MARCH 16, NOON – 1 PM EST

An update to the 2019 SECURE Act passed in December 2022 as part of a larger government spending bill. Several changes included delayed Required Minimum Distribution ages, 529 rollovers to Roth IRAs, and various updates to how employer sponsored retirement plans are administered. Last year also saw the passage of the 4% surcharge in Massachusetts on families earning over $1 million. Finally, the Tax Cuts and Jobs Act is set to expire after 2025, which would raise federal income taxes and lower estate tax exemption amounts. In this presentation, we will look to discuss the relevant considerations around all of these legislative updates for our clients.


BUILDING GENERATIONAL WEALTH AND LEAVING A LEGACY - Click to Register or receive a recording
THURSDAY, APRIL 6, NOON – 1 PM EST

As the baby boomers continue to age and as we continue to deal with a global pandemic, the need for a comprehensive estate plan has never been more important. Proper steps need to be taken to ensure that your spouse or heirs can settle your estate as smoothly as possible. Additionally, there are thousands of tax dollars at stake when considering how much your heirs or favorite charities will be left with. Having no plan will ensure that the state and federal governments grab a significant share of your estate, while strategies that come with little or no cost will ensure your assets are handled in the manner that you wish. Join Alex Oliver as he outlines his favorite strategies that can range from short term logistical fixes to multi-decade tax mitigation ideas.



Check out some of our previous webinars below.

First National Webinars

Webinars we offer:




The First Million is the Hardest: How Envisioning the Long Term Helps You Today

Budgeting for Primary and Vacation Homes in a Balanced Financial Plan

The State of Socially Responsible Investment

Investment Vision for 2021

How to FIRE Part 2: Distribution Strategies for Early Retirees

SIMPLE IRA's, 401(k), Profit Sharing Plans, Cash Balance Plans: How Do I Choose?

Navigating the Economics & Market Impact of Covid 19

Health Savings Accounts: The New and Improved 401k Plan

Stock Markets in 2020:What to Expect

How to FIRE: Strategies for Becoming Financially Independent and Retiring Early

Game of Loans: Income Based Repayment Options vs Refinancing

How Does Your 401(k) Stack Up

Generational Wealth Transfer: 10 Best Practices

Why Do Stocks Go Up & Down: A Stock Market Introduction

Economic and Investment Overview for 2019

Get What's Yours: Maximizing Social Security

2018 Year End Planning; Tax Law Changes and Financial Planning Steps You Can Take

The Home Stretch: Steps to Consider When Planning for Retirement

The Game of Loans: The Stark Truth About Student Loan Refinancing

Estate Planning: Intro to the Essentials

Preparing for the Rising Cost of College

The Quick & Dirty Personal Financial Checkup




88=