Blog
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![New 529 Plan to Roth IRA Rollover Opportunity]()
New 529 Plan to Roth IRA Rollover Opportunity
As we near the end of 2024, significant changes are on the horizon for families planning for college savings, thanks to the 2022 SECURE Act 2.0. This legislative update introduces a noteworthy opportuRead more -
![Maximizing Your Charitable Contributions]()
Maximizing Your Charitable Contributions
At Standard Equity, we are passionate about exploring the numerous ways individuals can contribute positively to their communities while reaping tax and estate benefits. In this spiRead more -
![A Closer Look at Long-Term Care: Costs, Coverage, and Planning]()
A Closer Look at Long-Term Care: Costs, Coverage, and Planning
At Standard Equity, we've noticed a surge of inquiries surrounding a crucial aspect of aging—long-term care. As navigating this field can be quite complex, we are here to offer clarRead more -
![Disability Insurance: Key Terms to Understand]()
Disability Insurance: Key Terms to Understand
Disability insurance is a vital component of financial security, ensuring that you are protected if an illness or injury prevents you from working. However, as life circumstances chRead more -
![2026 Estate Tax Exemption Changes]()
2026 Estate Tax Exemption Changes
As we approach 2026, it's crucial to be aware of significant changes to the estate tax exemption, which will impact many due to the sunsetting provisions of the Tax Cuts and Jobs AcRead more -
![How Trusts Can Simplify Your Estate Planning Strategy]()
How Trusts Can Simplify Your Estate Planning Strategy
At Standard Equity, we're committed to empowering our clients with the knowledge and tools necessary to optimize their financial planning. Today, we want to demystify a key aspect oRead more -
![Understanding Interest Rates: A Historical Perspective]()
Understanding Interest Rates: A Historical Perspective
As we navigate through various economic climates, understanding the context of current interest rates can provide valuable insight for both borrowers and investors. Over the past feRead more -
![Annuities in 2024]()
Annuities in 2024
Over the past year, we've witnessed a remarkable surge in annuity investments, totaling an impressive $385 billion. This substantial increase, surpassing the previous $313 billion sRead more -
![Beneficiaries: A Guide to Choosing the Right One and Understanding Their Role]()
Beneficiaries: A Guide to Choosing the Right One and Understanding Their Role
In the landscape of financial planning and asset management, understanding the concept of beneficiaries is crucial for ensuring your assets are passed on according to your wishes. TRead more -
![Navigating the Rising Tide of Long-Term Care: A Comprehensive Guide]()
Navigating the Rising Tide of Long-Term Care: A Comprehensive Guide
In recent times, one of the most pressing issues facing aging individuals and their families is the escalating costs and complexities of long-term care. As we witness a demographicRead more -
![Estate Planning Trends in 2024: Navigating the Changing Tax Landscape]()
Estate Planning Trends in 2024: Navigating the Changing Tax Landscape
As we venture deeper into 2024, the landscape of estate planning continues to evolve, presenting both challenges and opportunities. With significant tax changes on the horizon, it'sRead more
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