Financial Planning
![Market Update June 2024: Sold Down the River](https://infiniumadvisors.com/wp-content/uploads/Ouray-River-588x588.jpg)
June 2024
Market Update June 2024: Sold Down the River
If you were tuned into the financial talking heads at the very beginning of the year (Market Update: Year Ahead 2024), the big focus was on estimating how many [...]
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![401(k) & IRA Alert: Max contributions rise in 2024](https://infiniumadvisors.com/wp-content/uploads/401k-IRAs-pic-588x588.jpg)
June 2024
401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in [...]
Read more 401(k) & IRA Alert: Max contributions rise in 2024
![SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA](https://infiniumadvisors.com/wp-content/uploads/IRAs-left-to-a-trust-pic-588x588.jpg)
May 2024
SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of [...]
Read more SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
![529 College Savings Plans: Better Than Ever in 2024](https://infiniumadvisors.com/wp-content/uploads/529-pic-588x588.jpg)
May 2024
529 College Savings Plans: Better Than Ever in 2024
As college costs continue to rise, it’s more important than ever to have a solid plan in place to finance your child’s education. Fortunately, 529 [...]
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![RMD Relief for Beneficiary IRA Account Holders](https://infiniumadvisors.com/wp-content/uploads/inherited-ira-588x588.jpg)
April 2024
RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
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![Remote Workers Beware: Double Income Taxation Looms](https://infiniumadvisors.com/wp-content/uploads/remote-workers-588x588.jpg)
April 2024
Remote Workers Beware: Double Income Taxation Looms
Remote workers may face the unexpected burden of double income taxation based on their work location. This issue arises when employees work remotely from a state [...]
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![The Politics of Housing: The Polarization of Renting Versus Owning](https://infiniumadvisors.com/wp-content/uploads/renting-vs-buying-588x588.jpg)
March 2024
The Politics of Housing: The Polarization of Renting Versus Owning
The debate between renting and owning a home has long been a contentious issue in the realm of housing politics. The divide between those who advocate for renting [...]
Read more The Politics of Housing: The Polarization of Renting Versus Owning
![Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors](https://infiniumadvisors.com/wp-content/uploads/Young-Investors-588x588.jpg)
January 2024
Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors
The financial landscape is evolving, and so are the goals and preferences of young investors. According to a recent report by Cerulli Associates, it is evident [...]
Read more Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors
![Consider a Donor-Advised Fund (DAF) for Charitable Giving](https://infiniumadvisors.com/wp-content/uploads/DAF-588x588.jpg)
January 2024
Consider a Donor-Advised Fund (DAF) for Charitable Giving
If you’re looking for a simple, flexible, and tax-advantageous way to support your favorite charities or do some charitable giving, a donor-advised fund [...]
Read more Consider a Donor-Advised Fund (DAF) for Charitable Giving
![Considerations for Handling Large Tax Debt](https://infiniumadvisors.com/wp-content/uploads/Taxes-1-588x588.jpg)
January 2024
Considerations for Handling Large Tax Debt
In the wake of the global financial crisis, there has been a significant increase in the number of high-net-worth individuals facing challenges in meeting their [...]
Read more Considerations for Handling Large Tax Debt
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Recent posts
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Market Update June 2024: Sold Down the River
June 20, 2024 -
401(k) & IRA Alert: Max contributions rise in 2024
June 13, 2024 -
529 College Savings Plans: Better Than Ever in 2024
May 15, 2024 -
Market Update May 2024 | The Golden Oldies
May 1, 2024