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Posts by Zack Armstrong

Home » Articles Posted by Zack Armstrong
Tax-Advantaged-College-Savings-CL
18 Apr
Blog, Savings, Tax Management

What Are Tax-Advantaged Accounts for College Savings?

  • April 19, 2025
  • By author-avatar Zack Armstrong
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Planning for a child's college education can be both exciting and daunting. With the rising costs of higher education, it's essential t...

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04 Apr
Blog, Tax Management, Tax Planning

The Role of Irrevocable Trusts in Estate Tax Planning

  • April 19, 2025
  • By author-avatar Zack Armstrong
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Estate planning is about more than passing on wealth—it’s about protecting assets from unnecessary taxation and preserving financial st...

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20 Mar
Blog, Tax Management

How the Tax Cuts and Jobs Act Makes Roth Conversions More Attractive

  • May 9, 2025
  • By author-avatar Zack Armstrong
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The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to the U.S. tax code, many of which have profound implications ...

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06 Mar
Blog, Estate Planning, Tax Planning

Leverage the Estate Tax Exemption

  • May 9, 2025
  • By author-avatar Zack Armstrong
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The federal estate tax exemption determines how much of a person's estate can be passed on to heirs without incurring federal estate ta...

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College Savings Strategy
17 Feb
Blog, Financial Planning, Savings

What Is a Coverdell ESA, and Is It Right for Your College Savings Strategy?

  • March 13, 2025
  • By author-avatar Zack Armstrong
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Saving for a child's education is a significant financial priority for many families. With the ever-rising cost of tuition, it's no sur...

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Bond Ladder
03 Feb
Blog, Estate Planning, Investment Ideas

Maximize your Investment Strategy with a Bond Ladder

  • March 13, 2025
  • By author-avatar Zack Armstrong
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Investors approaching retirement often seek strategies to preserve capital while generating a steady income stream. One such strategy, ...

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Roth Conversion Advantage
27 Jan
Blog, Financial Planning

Why 2025 Could Be Your Deadline for a Roth Conversion Advantage

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Tax policy changes can create unique opportunities for retirement planning. The current tax landscape, established under the Tax Cuts a...

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Federal Estate Tax Exemption
13 Jan
Blog, Tax Management

What Is the Federal Estate Tax Exemption and How Can You Leverage It?

  • March 18, 2025
  • By author-avatar Zack Armstrong
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The federal estate tax exemption is one of the most impactful tools in estate planning. it can help you transfer significant wealth to ...

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Charitable-Giving
28 Dec
Blog, Tax Management, Tax Planning

The Role of Charitable Giving in Reducing Estate Taxes

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Charitable giving is a powerful tool for high-net-worth individuals looking to reduce estate taxes while creating a lasting legacy. ...

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College-Savings
18 Dec
Blog, Financial Planning, Tax Management

A Financial Advisor Can Help You Navigate Tax Benefits for College Savings

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Saving for college is a significant financial challenge for many families. Fortunately, there are tax-advantaged strategies to help you...

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