Wealth Management Group Newsletter – Fall 2024
ORBA's Wealth Management Group's 2024 Fall Newsletter describes the 7.5% rule for deducting medical expenses and advises business owners on sound exit strategies.

Wealth Management Group Newsletter – Summer 2024
ORBA's Wealth Management Group's 2024 Summer Newsletter advises on the several tax breaks that may be available if you have a parent entering a nursing home and outlines the benefits and drawbacks of trusts and limited liability companies (LLCs) when it comes to protecting your assets.

Wealth Management Group Newsletter – Spring 2024
ORBA's Wealth Management Group's 2024 Spring Newsletter advises on the benefits and drawbacks of a Roth IRA conversion and outlines the utility and common mistakes made regarding revocable trusts.

Wealth Management Group Newsletter – Winter 2024
ORBA's Wealth Management Group's 2024 Winter Newsletter advises businesses owners on how to plan an exit strategy and discusses the benefits and limitations of 529 plans.

Wealth Management Group Newsletter – Fall 2023
ORBA's Wealth Management Group's 2023 Newsletter advises on options for a 401k after leaving a job and and explains the favorable rules for traders over investors.

Wealth Management Group Newsletter – Summer 2023
ORBA's Wealth Management Group's Summer 2023 Newsletter discusses the advantages and requirements of qualifying under Section 1202 and the importance of financial planning as an unmarried couple.

Wealth Management Group Newsletter – Spring 2023
ORBA's Wealth Management Group's Spring 2023 Newsletter offers advice on making the most of your flexible spending account for healthcare and warns of the most common mistakes in estate planning.

Wealth Management Group Newsletter – Winter 2023
ORBA's Wealth Management Group Winter 2023 Newsletter offers advice on whether you are obligated to pay taxes on household help and outlines the benefits of Health Savings Accounts (HSAs).

Wealth Management Group Newsletter – Fall 2022
ORBA's Wealth Management Group Fall 2022 Newsletter highlights the advantages and drawbacks of a self-directed IRA and suggests a number of options to consider regarding estate and gift planning.

Wealth Management Group Newsletter – Summer 2022
Term life insurance policyholders generally have a couple of options if their term is ending and they desire further protection. They may be able to renew the policy without submitting to a new medical exam — or buy a new term life policy. Another possible option is to buy a permanent policy. ORBA's Wealth Management Group Newsletter highlights the advantages and drawbacks of each choice.