Insights
Planning Insights
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
April 20, 2020
Changes to Charitable Contributions
March 3, 2020
Health Savings Accounts
November 15, 2019
Retirement Account Contributions
October 2, 2019
The SECURE Act
August 30, 2019
Borrowing on Margin
November 12, 2018
Increased Contributions Limits
October 10, 2018
Back-Door Roth Contributions
June 13, 2018
529 Education Savings Plan
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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.