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Money Matters Newsletter


This month, my newsletter explores the following topics:


The year-end will be here before we know it, so please contact me if you would like to discuss your finances.


Strategies To Deal With Potential Capital Gains Tax Increases

President Biden’s proposal to raise taxes on capital gains has many investors concerned. But before you make any rash decisions with your own portfolio, it’s important to understand whether you’ll be among those affected — because not everyone will be — and if so, what steps you can take to help minimize the impact.

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Here’s How To Avoid Costly Mistakes If You Inherit A 401(K) Or IRA

If you inherit a retirement account, you may want to pause before making any decisions on when and how to access the money. Unless you meet an exception, those inherited accounts generally must now be depleted within 10 years. Here’s what to know.

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529 Plan Tips For Grandparents To Save For College

Before grandparents open a 529 plan for a grandchild, consider all the financial aid and tax implications.

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5 Of The Worst Assets To Inherit

If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.

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Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.

Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

2021-127658 Exp. 10/23

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