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Galleon Wealth Management

Tips to Optimize your IRA: 2023

As we enter the new year, we want to share some best practices for investors regarding their IRA. Galleon suggests the following: 1 - Contribute the maximum amount. For the 2021 and 2022 tax years, investors under age 50 can invest up to $6,000 (or the lesser of taxable compensation) in their traditional and Roth [...]

Tips to Optimize your IRA: 20232023-12-25T05:17:54-05:00

Wealth Management: Optimized for Long-Term Investing

Galleon's guide for long-term investing, which emphasizes focus and discipline, can help you achieve your investment goals. As we near the end of the year, consider how integrating more content with Galleon can help you create an enduring legacy. Why you should merge your assets with Galleon Combining your assets may seem like [...]

Wealth Management: Optimized for Long-Term Investing2023-12-25T05:21:51-05:00

SECURE 2.0: How reforms affect retirement plans

The new year saw new federal legislation (SECURE ACT 2.0) enacted to make it easier for retirement plan participants to save even more, and to make it easier for plan sponsors to offer plans and enroll participants. The SECURE Act 2.0, enacted in 2019, is a follow-up to the SECURE Act, which was enacted [...]

SECURE 2.0: How reforms affect retirement plans2023-12-25T05:23:36-05:00

Retirement Tax Strategy Optimization

When you think about your future retirement, there are many things to consider. This article focuses on retirement tax strategy optimization, and why it's important to think about how your different sources of income, such as Social Security or a pension, retirement accounts, and other assets, will interact. During retirement, your tax bracket may [...]

Retirement Tax Strategy Optimization2023-12-25T05:29:33-05:00

Optimize Your Year-End Tax Savings

As 2022 draws to a close and preparations are made for the coming year, we have compiled a list of five strategies that can assist you in maximizing your savings, minimizing your tax burden, and remaining on pace to achieve your financial objectives. This article focuses on how you can optimize your year-end [...]

Optimize Your Year-End Tax Savings2023-12-25T05:31:38-05:00

Charitable Giving: Year-End 2022

As many of us take stock of the last year and look ahead to 2023, we do so with either anticipation or trepidation. This article focuses on methods for creating a charitable giving strategy. Despite a very difficult economy, investors made a significant global philanthropic impact, donating billions of dollars to charitable causes [...]

Charitable Giving: Year-End 20222023-12-25T05:32:36-05:00

Managed Philanthropy: Tax-smart charitable giving strategies

This article reviews some of the ways in which you may optimize your charitable giving and get a head start on preparing your taxes for 2019 in light of the new tax legislation. Specifically, it reviews a facet of the Tax Cuts and Jobs Act of 2017 (TCJA) that hasn't truly altered but [...]

Managed Philanthropy: Tax-smart charitable giving strategies2023-12-25T05:33:45-05:00

IRA Contribution: Why Timing Matters

Until 2023, if you're under age 50, you can contribute up to $6,500 to one or more IRA accounts. If you are 50 or older, the limit is slightly higher ($7,500). * You can contribute to a year-specific IRA any time between January 1 and the next year's tax deadline (usually April 15). So [...]

IRA Contribution: Why Timing Matters2023-12-25T05:34:30-05:00

Tips for investors in today’s economy

When inflation rises and markets fall, what does this mean to your investment strategy? Breaking into the investing world can be daunting. After all, it's normal to hesitant when doing something new. But what to do when the market turns upside down? The fact is that market ups and downs are an integral part [...]

Tips for investors in today’s economy2023-12-25T05:35:28-05:00

Retirement Withdrawal Optimization

How to know how much you can spend Self-control is a personal trait that can make a person an excellent saver, but paradoxically, it can put them in difficulty when it comes time to dip into those savings. Numerous studies, including ours*, show that wealthy retirement investors typically don't spend much of their retirement [...]

Retirement Withdrawal Optimization2023-12-25T05:51:15-05:00
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