To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Author: Patrick Runyen

As a Wealth Manager at Independence Advisors, Patrick Runyen, CPA/PFS, CFP® works closely with clients to implement wealth management solutions. He leverages his technical financial planning and consulting experience to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other personally significant financial decisions. CLICK HERE TO ASK PAT.

December 22, 2017  |  

Tax Reform: What You Need To Know

Significant tax changes are likely to be signed into law before year-end. While brackets are lowered under the Tax Cuts & Jobs Act (TCJA), certain deductions have been eliminated. Speak to your CPA, or ask us to run tax projections to see how the new tax rules will impact you and your family.

June 19, 2017  |  

Over 70 and Charitably Inclined? Don’t Miss This No-Brainer Tax Break!

Key Takeaways A qualifying charitable distribution (QCD) allows you to donate up to $100,000 per year directly to a qualified charity from your IRA and exclude it from income. QCDs can enable you to give to charity and shield some or all of your Required Minimum Distribution (RMD) from taxes. QCDs require your contribution to go directly from […]

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May 30, 2017  |  

Upcoming Webinar – Independence Advisors presents a Q & A with Dimensional Fund Advisors

This live webinar event will be a question and answer session with Dimensional Fund Advisors (DFA).  DFA is a global investment firm that manages over $500B for investors.  Joining us will be Apollo Lupescu, Vice President and Dave Plecha, Global Head of Fixed Income.  Apollo and Dave will be answering questions on the role fixed […]

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February 27, 2017  |  

Saving For College Webinar – Replay

We recently put on a webinar on the subject of Saving For College, where we discussed the costs of college, the various savings vehicles available, how 529 plans work, and financial aid. Thank you to those that attended, we received some great feedback.  For those who were unable to attend, we have a recorded version […]

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