Welcome to the third episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten brings to your attention two important tax items that should be addressed; the importance of realizing tax losses and changes to retirement account contribution limits.
Welcome to the fourth episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten discuss gifting strategies, donor advised funds, and private foundations.
Welcome to the second episode of the Paragon FinancialPartners Podcast. In this episode Evan Shorten discusses elder abuse andexploitation. He shares some of the warning signs to look for and provides sometips on how to potentially minimize the chances of becoming a victim.
In the first Paragon Podcast episode Evan Shorten discusses his opinions regarding recent market volatility. In addition, Evan discuses his comfort level with the equity markets as both a financial adviser and investor.
Due to a recent decision by the United States Supreme Court, inherited IRA assets are now fair game for creditors to pursue in bankruptcy court. On June 12, 2014, Clark v. Rameker resulted in a unanimous decision, ruling that funds held within inherited IRAs are not “retirement funds” and therefore do not qualify for exemption under federal bankruptcy laws.
Today we are excited to launch our new blog. Our hope is that we will be able to establish an additional means of communications to share our knowledge. Stay tuned as we will post our podcasts, white papers, and insights via our blog. You will also be able to download many of the insights we share with you.