Over the past few years, tax law changes have created planning challenges and opportunities for owners of IRAs looking to maximize the after-tax value of their legacy.  We covered one key strategy, Roth conversions, in our DHG Insights feature Examining Roth Conversions in the Current Legislative Landscape.  For charitably inclined IRA owners over 70 ½, Qualified Charitable Distributions (QCDs) often provide the most tax efficient way of funding charitable goals.

DHG Wealth Advisors LLC, an independent, fee-only Registered Investment Advisory firm owned by Dixon Hughes Goodman LLP (DHG) is pleased to announce that Bill Laird has been named Co-Chief Investment Officer.

A joint webinar from DHG Wealth Advisors and DHG Tax targeted towards small business owners such as sole proprietors and flow through entities. We will be focusing on the perspective of the individual who owns the business, not the business itself.

10 key principles to improve your odds of investing success.

The tax-free growth that Roth Individual Retirement Accounts (IRAs) offer have long made them a desirable planning tool, but paying taxes on the initial contribution or conversion can be cost prohibitive, which is why many people prioritize tax-deferred savings for retirement. However, three significant pieces of legislation present unique tax planning considerations in 2020 that take advantage of the many benefits of a Roth IRA.

COVID-19 has disrupted the construction industry with lasting impacts on operational and financial performance. As the market continues to reshape and evolve, businesses must consider the risks and opportunities to successfully transition into the future.

DHG Tax and DHG Wealth Advisors are pleased to launch a series of “Financial Fitness” webinars designed to answer important questions when it comes to personal financial and tax planning. Our first session features a panel discussion that examines how individuals are impacted by several key provisions of the recently passed CARES Act, as well as personal planning considerations in the current market environment to keep you focused on your long-term objectives.

The COVID-19 pandemic has affected numerous aspects of our daily lives. We are isolated from friends and family, forced to change long-awaited plans and unsure of what the economic future holds. Things that felt important six weeks ago may suddenly feel unimportant or even be forgotten entirely, but it is critical to maintain a long-term perspective when it comes to investing and planning, even in the face of short-term disruption. During these stressful and uncharted times, it is important to stay focused on preserving both your physical and mental well-being, along with your financial well-being.

The outbreak of COVID-19 has led to a global health pandemic that is having an enormous impact across the world, and our hearts go out to everyone who has been impacted.  At DHGWA, our passion is to enrich our clients' lives by providing financial clarity and peace of mind. While it’s impossible to know what the outcomes of this global health crisis will be, and how long it will last, we are committed to providing insights on global market activity, and what that means for you. We take our responsibility as your advisor very seriously and are here to help you navigate through this storm.  The latest brief from DHGWA Insights looks at the recent market volatility and reminds investors to stay focused on their long-term goals.

Signed into law at the end of 2019, the SECURE Act – Setting Every Community Up for Retirement Enhancement Act – represents the most extensive change to retirement legislation since 2006. The SECURE Act aims to improve retirement confidence and security for individuals in the U.S. to gain easier access to retirement plans.