Insights
Planning Insights
April 16, 2024
Corporate Transparency Act
April 9, 2024
When to Update an Estate Plan?
March 26, 2024
Preparing to Sell a Business
March 8, 2024
Tax Avoidance: Mitigating Taxes for a Sold Business
February 29, 2024
Financial Fortresses: Squashing Asset Risk
February 23, 2024
Jackpot – What to Do With Sudden Wealth?
February 9, 2024
Selling The Business: Two Types of Buyers
January 25, 2024
TCJA 2017
January 19, 2024
Inherited Wealth
May 5, 2022
Funding College Expenses with 529 Plans
April 5, 2022
When do I sign up for Medicare?
June 15, 2021
Funding College Expenses with 529 Plans
January 15, 2021
Illinois 2021 Tax Code Changes
November 19, 2020
Beware of Unemployment Fraud
October 29, 2020
Contribution Limits for 2021
June 18, 2020
The Case for Increasing Roth Contributions
June 11, 2020
Protecting Your Client’s Investments in the Face of Divorce
May 28, 2020
Single Premium Immediate Annuities
May 12, 2020
Gifting Opportunities in a Low-Interest-Rate Environment
April 28, 2020
An Overlooked Opportunity to Reduce Medicare Premiums
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Sebold Capital’s website may contain a discussion of, and/or provide access to, Sebold Capital’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized investment management advice from Sebold Capital Management.