MAY 27, 2026
May is 529 Month: Five action steps every family should take
May is 529 Month. As college costs rise, learn five practical ways to maximize your plan’s tax benefits, flexibility and growth potential to prepare for the future.
- Estate planning
- Retirement planning
- Tax planning
- Education planning
Estate planning
A closer look at the current estate and gifting tax rules
Year-end planning checklist
Ten income and estate tax planning strategies
Understanding charitable giving strategies
Business succession planning
Asset protection checklist
Asset Protection – Basic principles and strategies for safeguarding your wealth
Donating IRA assets to a charity
Retirement planning
Distribution planning under the SECURE Act
Converting a traditional IRA to a Roth IRA
Donating IRA assets to a charity
In-service, non-hardship withdrawals
Three key things to understand about Medicare
Five things you need to know about optimizing Social Security
SECURE 2.0 – Key provisions & planning considerations
What you need to know about required IRA withdrawals
Retirement plan options for business owners
Tax planning
The One Big Beautiful Bill Act Overview and planning considerations
Ten income and estate tax planning strategies
Tax diversification worksheet
Year-end planning checklist
Understanding the NUA Rule
Using investment losses to your advantage
10 Roth IRA strategies to hedge the risk of higher taxes
Converting a traditional IRA to a Roth IRA
Three ways to offset income from a Roth conversion
Apply a net operating loss to a Roth IRA conversion
Wealth planning insights
A weekly blog authored by Bill Cass, Director of Wealth Planning, CFP®, CPWA®. The blog covers timely topics around financial planning to share with clients.
