Paul Allen
Paul Allen with an RMD Reminder!
If you are 73 or older, don’t forget to withdraw your 2024 required minimum distribution (RMD) from your Individual Retirement Arrangement (IRA) by December 31! Remember, the distribution taken from your IRA is taxed as current income. If you don’t need the money, consider donating the RMD to a qualified charity. This would allow you…
Read MoreAsk an Advisor: Should I worry about short-term volatility?
In recent weeks, the markets have had a few red days and a fair share of green days. When markets seem to be fluctuating up or down rapidly, this is called volatility. Seeing larger-than-usual changes in your accounts on a daily basis can incite uncertainty for investors. Should investors act when encountering volatility? If your…
Read MorePaul Allen on Managing your Retirement Plans
Paul Allen, CFP®, MS, President & CEO of Wealth Strategies Partners discusses the importance of managing your retirement plans!
Read MorePaul Allen on Changes to 529 Accounts
Paul Allen, CFP®, MS, President & CEO of Wealth Strategies Partners discusses how to find those assets you may have forgotten about!
Read MorePaul Allen on Hidden Assets in No Mans Land
Paul Allen, CFP®, MS, President & CEO of Wealth Strategies Partners discusses how to find those assets you may have forgotten about!
Read MoreSustainability and Innovation: A Visit to Taylor Farms Manufacturing Plant
Recently, WSP team members Danielle Spence, Dalton Harris, and Caleb Boy visited the Taylor Farms manufacturing plant located in Smyrna, TN.
Read MorePaul Allen on the Importance of Limiting Your Tax Bill
I want to share some valuable insights on how you can optimize your financial strategies to minimize your tax bill while maximizing your wealth-building potential.
Read MorePaul Allen on the Importance of Updating Your Beneficiaries
As you organize and plan for a successful year ahead, it’s a great time to sit down with our team and review your beneficiaries on all documents and accounts, including trusts and life insurance policies. Marriages, divorces, births, deaths and other major life events can all warrant changes. Mistakes in these designations can lead to…
Read MoreNow is the time to update your financial documents
Plus, the latest news and insights from your WSP team
Read MoreTax season has arrived. We’re here to help.
Plus, the latest news and insights from your WSP team
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