Parkside Advisors

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About Parkside Advisors

Addressing Ukraine and Stock Market Volatility with a Longer-Term View

March 18, 2022 by Parkside Advisors

We recently addressed volatility in global stock markets with our clients. Market volatility brought on by significant events such as war is always unsettling, but not uncommon historically. Notably, the US stock market has sold off between 10% to 30% several times in just the past few years— in some cases in much greater amounts than the market’s reaction so far to war in Ukraine.

Filed Under: Investment Management

Upcoming Changes to Tax Reporting Requirements for Payment Apps

December 22, 2021 by Parkside Advisors

PayPal, Venmo, Zelle, and similar 3rd party settlement companies will have expanded tax reporting requirements starting January 1, 2022 under the American Rescue Plan Act (ARPA). Taxpayers receiving payments for goods and services totaling $600 or more through third-party settlement companies in 2022 will now receive Form 1099-K to report the taxable income.

Filed Under: Tax Planning

Update: Potential Changes to Estate Taxes

October 7, 2021 by Parkside Advisors

The Build Back Better Act is inching closer to a vote. While we anticipate the final version will have some compromises, the opportunities for tax planning are beginning to take shape. Here we review the current version of the proposed tax legislation and interpret what it means for you and your estate tax planning.

Filed Under: Tax Planning

Five Financial Planning Considerations for College Students and Young Professionals

August 17, 2021 by Parkside Advisors

With children leaving for college and others having graduated and beginning careers, Parkside thought it an opportune time to share some financial planning tips for young adults.  Please feel free to share this with the young adults in your life. 

Filed Under: Financial Planning

Potential Changes to Estate Taxes

June 25, 2021 by Parkside Advisors

The release of the Treasury’s “Green Book” on May 28th offers insight into the Biden administration’s proposals for changes to income and estate taxes. Here we focus on the estate tax proposals, as specified in the Green Book and referred to in other Administration communications.

Filed Under: Tax Planning

A Terrific Way to Increase Retirement Savings: The After-Tax 401(k) Option

March 24, 2021 by Parkside Advisors

Would you like to save $58,000 instead of $19,500 in your work 401(k) each year? $64,500 if you’re over 50? Find out if your company offers an “After-Tax 401(k)” with immediate conversion to a Roth 401(k).

Filed Under: Retirement

Tax Preparation for 2020 Redeposited Required Minimum Distributions (RMDs)

February 25, 2021 by Parkside Advisors

The CARES Act of 2020 allowed taxpayers who were subject to Required Minimum Distributions (“RMD”s) from their retirement accounts to waive those distributions for the 2020 tax year.

Filed Under: Tax Planning

Part 2: Time to Refi?

December 29, 2020 by Parkside Advisors

We want to briefly highlight that the average fixed rate on a 30-year mortgage has continued to reach new lows since at least 1971 according to the St. Louis Fed— recently 2.66%. 

Filed Under: Financial Planning

Tax Planning and the November Election

September 18, 2020 by Parkside Advisors

The November election is less than two months away.  The Parkside team wants to briefly summarize the tax platforms of the two candidates and recommend actions for clients to consider depending on the election outcome.

Filed Under: Tax Planning

Time to Refi?

July 16, 2020 by Parkside Advisors

As of July 16th, the average fixed rate on a 30-year mortgage stood at 2.98%, the lowest level going back to at least 1971 according to Freddie Mac and the St. Louis Fed. If you have not refinanced your mortgage recently, we recommend you consider if it could be advantageous and what refinancing options might be available to you.

Filed Under: Financial Planning

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