Category Archives: Uncategorized

Tax Deductions – When Should I Take Them?

Tax deductions are a useful way to create hard dollar savings, but some tax deductions may cost you more money than they save. For instance, contributing funds to a traditional IRA provides an immediate deduction, but choosing a non-deductible Roth IRA can be exponentially more beneficial when you reach retirement. Other items to consider are the costs […]

Avoiding An Inherited IRA Tax Time Bomb

We believe at Brandywine Oak Private Wealth the more a family plans… the more the family will keep after taxes. Due to the changes under the Secure Act, inherited IRA distributions can become a tax time bomb for beneficiaries! For clients who pass away after Dec. 31st, 2019, their non-spouse beneficiaries must fully distribute their […]

Yahoo Finance: Brandywine Oak Welcomes S.C. Advisor with $500 Million in Client Assets   Lisa Quadrini Earned the #1 Position in South Carolina for the Second Year in a Row on Forbes Top Women Wealth Advisors List Leading wealth advisor Michael Henley, Founder & Chief Executive Officer and Private Wealth Advisor of Brandywine Oak Private Wealth, announced today that veteran advisor Lisa Quadrini is joining the firm […]