LATEST financial focus PODCAST
START OFF THE NEW YEAR RIGHT
With the New Year comes a multitude of lofty resolutions to make next year better than the last. While we can’t help you get in more steps or go skydiving, we can help you establish savings strategies to put away the most you can towards retirement and save on taxes. The IRS has increased
START OFF THE NEW YEAR RIGHT
With the New Year comes a multitude of lofty resolutions to make next year better than the last. While we can’t help you get in more steps or go skydiving, we can help you establish savings strategies to put away the most you can towards retirement and save on taxes. The IRS has increased
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RECENT PODCAST EPISODES
Assessing Insurance
Developing a comprehensive financial plan entails more than just accumulating enough assets to support your family and your income needs. There are considerations that must be made for life events such as death, disability, or the need for assisted living. Fortunately, there are various lines of insurance that you can build into your financial plan
Donating Your RMD, Qualified Charitable Distributions
The goal for many investors is to put away enough money so that in retirement they can maintain the lifestyle to which they’ve become accustomed. Retirement accounts facilitate this by allowing the full amount of your savings to grow tax-deferred which prevents taxes from eating into your returns and the rate at which they grow.
Establish a Trusted Contact
We want you to be prepared for all of life’s possible outcomes, and so does the SEC, as reflected by new best practice recommendations. We at Karp Capital have always stressed to our clients the importance of planning, which is why we encourage you to maximize your retirement savings, insure your assets, and have
Lunch Seminars on DSTs
After the busy tax season ended in the second quarter, we invited CPAs with new-found time to have lunch with us and learn about the tax benefits of exchanging property into, and investing in, Delaware Statutory Trusts (DSTs). We appreciate everyone who came out to learn why DSTs can be an attractive option for 1031
Second Quarter Financial Focus
Peter C. Karp As we gear up for summer we’ve noticed that bull markets, too, can get a case of ‘senioritis’. Bond and equity markets have done a tremendous job recovering from the losses incurred in 2018, but May’s slide was a reminder of just how temperamental investor confidence can be. With corporate
Assessing Insurance
Developing a comprehensive financial plan entails more than just accumulating enough assets to support your family and your income needs. There are considerations that must be made for life events such as death, disability, or the need for assisted living. Fortunately, there are various lines of insurance that you can build into your financial plan
Donating Your RMD, Qualified Charitable Distributions
The goal for many investors is to put away enough money so that in retirement they can maintain the lifestyle to which they’ve become accustomed. Retirement accounts facilitate this by allowing the full amount of your savings to grow tax-deferred which prevents taxes from eating into your returns and the rate at which they grow.
Establish a Trusted Contact
We want you to be prepared for all of life’s possible outcomes, and so does the SEC, as reflected by new best practice recommendations. We at Karp Capital have always stressed to our clients the importance of planning, which is why we encourage you to maximize your retirement savings, insure your assets, and have
Lunch Seminars on DSTs
After the busy tax season ended in the second quarter, we invited CPAs with new-found time to have lunch with us and learn about the tax benefits of exchanging property into, and investing in, Delaware Statutory Trusts (DSTs). We appreciate everyone who came out to learn why DSTs can be an attractive option for 1031
Second Quarter Financial Focus
Peter C. Karp As we gear up for summer we’ve noticed that bull markets, too, can get a case of ‘senioritis’. Bond and equity markets have done a tremendous job recovering from the losses incurred in 2018, but May’s slide was a reminder of just how temperamental investor confidence can be. With corporate
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