by David Dirks | Feb 9, 2023 | Articles & White Papers
Towards the end of 2022, Congress passed a spending bill, known as the SECURE Act 2.0, that included several new provisions that impact retirement savings. Although some of these changes were aimed at companies, many of the most significant changes affect individuals...
by Alisa Skatrud | May 16, 2022 | Articles & White Papers
In this short four-minute video, Senior Advisor Alisa Skatrud looks at past market downturns to put the current decline in context and to examine what history tells us we should expect from here.
by David Dirks | Sep 16, 2021 | Articles & White Papers
Plum Street’s observations on the tax reform proposals in Congress – September 16, 2021 President Biden campaigned on increasing taxes on people earning over $400,000 per year. In June, his administration proposed significant changes to the U.S. tax code...
by David Dirks | Dec 9, 2020 | Articles & White Papers
A Unique Bond Idea Nobody’s Talking AboutDecember 9, 2020 In speaking with a client recently about how low interest rates have gotten, he wistfully said that while he had scoffed at CDs returning two or three percent years ago, he would gladly invest in one now if...
by David Dirks | Oct 30, 2020 | Articles & White Papers
Estate Tax Strategies – Looking at the Impact of the Election on Estate Tax LawOct 30, 2020 After the Tax and Jobs Act of 2017 was passed, the federal estate tax exclusion was raised to over $11 million per person (over $22 million for a married couple). For the vast...
by David Dirks | Oct 15, 2020 | Articles & White Papers
Parsing the Policies – What if One Party Sweeps the Election?Oct 15, 2020 During the first two years of President Trump’s current term, he enjoyed Republican control of both the House and the Senate (during which time he passed the Tax Cuts and Jobs Act). President...
