Category Archives: Uncategorized

8 Rules For Investing In Your 20s You Can’t Ignore

When it comes to getting started with investing, there’s no time like the present. One of the most important rules of investing is simply getting started. At Brandywine Oak, we believe it’s time in the market, not timing the market, that determines success as an investor. For more tips on investing, please take a moment […]

Retirees Forget to Plan For Taxes, Research Finds

Many retirees are not prepared for, or are even thinking about, taxes in retirement. Even more astounding, many financial professionals ignore the impact of taxes and fail to provide any tax-related guidance. If you are not doing tax planning with your clients, there’s a decent chance that another advisor soon will be! Almost half of […]

Fidelity Reports 76% Increase in IRA to Roth Conversions

Fidelity reports a 76% increase in IRA to Roth conversions from this time a year ago.  With the pandemic-induced market volatility as well as warnings from economists and experts that tax rates will rise in the future, 2020 created one of the most valuable Roth conversion scenarios for taxpayers in years.  With the stock market […]