A Memo from our Chief Investment Officer | March 2025
Market headlines can be overwhelming, especially in times of uncertainty. At Evensky & Katz / Foldes, we understand that economic shifts, policy changes, and market fluctuations can trigger real concerns about your financial future. In the letter below, our Chief Investment Officer, Lane Jones, shares insights on the current market environment, the impact of recent…
Topics
Latest Blogs
-
Avoiding tax penalties on 529 Plan funds – not all expenses are qualified
If you have accumulated a sizeable amount of funds in a 529 college savings account, how can you get these funds out without having to pay tax penalties? If you inadvertently use funds for the wrong expenses, you will end up being taxed on the earnings, as well as levied a 10% penalty on that…
-
-
Take advantage of Covid tax benefits using your IRA
In a previous blog in April, David Garcia and Mike Walsh discussed The Coronavirus Aid, Relief, and Economic Security (CARES) Act, which was signed into law by the president on March 26, 2020. The Act suspends required minimum distributions from IRAs, inherited IRAs, and defined contribution plans for the year 2020 (it is not applicable to…
-
Money Minutes: Roth IRA Distributions
Money Minutes: Information to help you live a better financial life.
-
What are digital assets and do I need to include them in my estate plan?
How many password-protected accounts do you have? The current crisis we are all going through has prompted many of our clients to review their estate plans. As part of their review, the topic of digital assets has commonly surfaced. Many fail to take this part of their life into account when putting a plan together.…
-
Stay Cautious about Stimulus Scams
One provision of the CARES act is a stimulus check for millions of taxpayers. These payments began to roll out the weekend of April 11 and will continue to be deposited to taxpayer bank accounts, with paper checks possibly following in May. The stimulus checks have created a ripe environment for fraudsters, likely heightened by…
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146
Phone: 305-448-8882
Fax: 305-448-1326
Office Hours: Monday through Thursday: 9:00 am – 5:00 pm Friday: 8:30 am – 4:30 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423
Phone: 806-747-7995
Fax: 806-747-8569
Office Hours: Monday through Friday: 9:00 am – 5:00 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
10900 Northeast 4th Street, Skyline Tower, Suite 2300, Bellevue, WA 98004
Phone: 425-658-0466