Wealth Management: Tax Technique
Tax planning after the One Big Beautiful Bill
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Tax planning after the One Big Beautiful Bill
Learn how to manage your 401(k) through market volatility, emergencies, and life changes with strategies for staying invested and understanding withdrawals.
Tried-and-true tax planning tips tailored for today’s political climate
President Biden’s withdrawal marked a new phase in America’s political saga. The decision sparked intense reactions from all corners of the political spectrum. Investors were left to distill the news and determine the potential impact on markets. Emotions are expected during volatile times, but they should never drive portfolio decisions.
A decision-making framework for business owners to choose the best retirement plan for their circumstances
Overview of different retirement plan options for businesses in NH
New Hampshire is a tax-friendly enclave in a high-tax region
When it comes to building and preserving wealth, most investors understand the importance of asset allocation — determining the right mix of stocks, bonds and other investments based on their risk. But there’s another layer of strategy that often gets overlooked: asset location.
Achieving financial independence — that is, living comfortably while knowing your money will last — is a goal shared by many.
The New Hampshire Business Finance Authority (BFA) board of directors has approved a financing structure that will make New Hampshire the first state in the world to issue a municipal bond backed by bitcoin.
Tax planning after the One Big Beautiful Bill
While ESOP transactions often deliver a fair market price, they can offer substantial tax benefits to the seller and to the company itself
One Big Beautiful Bill Act further complicates the picture
Cisco crashed in 2000 and took 25 years to reach new all-time highs
The GENIUS Act, New Hampshire guidance and tax ramifications
Robert “Bob” Magan has more than 25 years of experience managing money for individuals, nonprofits, charitable organizations and municipalities throughout New England.