IFP Insights

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.

For years, values and investing were viewed as separate disciplines. Not anymore. That’s why it has become increasingly common for investors to incorporate their values into their overall planning.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

Most people are comfortable getting second opinions on major decisions. Your investment portfolio should be no different.

Start the year off right by getting started on these five top financial goals.

Longevity is a major factor in your retirement strategy. Take a look at other factors you will want to consider in your planning.

If you are an investor and only tax loss-harvest at year-end, you miss the opportunity to loss-harvest mid-year dips. This matters. A lot. Recent studies estimate that year-round tax loss harvesting is significantly more effective than year-end loss harvesting, potentially as much as 2.7x more.

This article will explain what an NUA strategy is, its potential benefits, and how it works for investors.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Here are some things you might consider before saying goodbye to 2022.