Aug 30, 2022 | Investing, Tax
During the pandemic, the value of many traditional IRAs dropped with the decline in the stock markets, so it may be time to consider a Roth IRA conversion. Lower income in the conversion year could also be a factor in this decision, since the conversion amount could...
Aug 30, 2022 | Uncategorized
Charitable donations are not only beneficial for recipients, charitable donations benefit the ones donating as well. Mindful structuring of contributions can have tax advantages for the donor. There are a few ways to realize those advantages. Some are: gifts of...
Aug 30, 2022 | Investing, News
A war in Ukraine, inflation the highest it’s been in decades, ongoing supply chain constraints, and financial markets selling off for the first 6 months of the year has led to consumer confidence being the lowest ever recorded. As financial advisors, we are often...
Aug 30, 2022 | Client Spotlight
The law firm of Cooper Levenson was originally formed in 1957 in Atlantic City, NJ with just two attorneys. Today, Cooper Levenson is a full-service law firm with 70 attorneys who practice in 25 practice areas. The firm has offices in five states. In New Jersey,...
