The Quorum guide to 1031 Exchanges

1031 Exchanges can help real estate investors delay capital gains tax, but they require you to plan ahead. Here's how we approach 1031 Exchanges at Quorum.

Blog

|

02.05.2023

What is SECURE 2.0?

The financial word of the year for 2023 is SECURE. We look at how the landmark legislation at the end of 2022—SECURE 2.0—is changing the game for retirement planning.

Blog

|

01.25.2023

2022 winners and losers

2022 was a difficult year for investors. It also proved why we say "past performance doesn’t predict future results." We explain why along with the year's winners and losers.

Blog

|

01.03.2023

The tax surprise lurking in bonuses

The tax and withholding rate on bonus compensation can lead to surprises... and confusion. Here's what you need to know to make the most out of your bonus.

Blog

|

12.19.2022

College is expensive; 529 plans can help 

For decades, college costs increased higher than wages and inflation. Getting a handle on potential costs can help you get proactive about paying for your kids' school.

Blog

|

02.02.2023

Planning for RMDs

For retirees with multiple sources of income, it's important to get strategic about required minimum distributions (RMDs) and how they fit into your overall plan.

Blog

|

01.17.2023

Inflation risk: What it is, and why it matters

Even “normal” inflation (the average inflation rate is around 3% a year) means that your money will buy less over time. Here's how to manage that risk.

Blog

|

12.28.2022

Deferred comp: The amazing benefit no one is using

Deferred compensation is a powerful tax minimization tool. But because it’s uncommon, many executives don't know enough to take full advantage of the offering.

Blog

|

12.08.2022

For assistance, please contact Quorum directly at 925-488-0000