Bill Cass

Wealth planning professional

[Bill Cass @BCassplanning]

Cients may want to focus on charitable plans before the year is over to make the most of their donations. #charitablegiving
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[Bill Cass @BCassplanning]

Your clients may want to consider the possible impact of a #RothConversion on tax and financial plans.
https://t.co/jmNN5WVOOz

[Bill Cass @BCassplanning]

My advisor friends: As you review estate plans with clients, here are some strategies they may want to consider before the end of the year.
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[Bill Cass @BCassplanning]

My advisor friends: Year-end provides an opportunity to review retirement strategies to make sure clients are on track and making the most of retirement savings.
https://t.co/711hKQWRIn

[Bill Cass @BCassplanning]

My advisor friends: Here are some key tax planning considerations for to share with clients for year end to try to mitigate their tax liability.
https://t.co/OsQn3UsReW

[Bill Cass @BCassplanning]

My advisor friends: Share this checklist with clients to identify planning opportunities as the end of the year approaches. https://t.co/68mxVyCVyf

[Bill Cass @BCassplanning]

My advisor friends: Clients will want to know how changes in #SocialSecurity and #Medicare in 2024 may impact their financial planning.
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[Bill Cass @BCassplanning]

2024 retirement contributions and limits are out!

https://t.co/dJTR2V0OUO—%20The%20Internal%20Revenue%20Service,up%20from%20%2422%2C500%20for%202023.

[Bill Cass @BCassplanning]

My advisor friends: Medicare auto-enrollment is the opportune time for clients to make changes and potentially save money. Share these options.
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[Bill Cass @BCassplanning]

My advisor friends: Here are key provisions in both SECURE Acts that offer opportunities for both wealth and retirement advisors.
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[Bill Cass @BCassplanning]

My advisor friends: Here is a detailed guide clients may consider in advance of a loved one’s death or emergency situation.
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[Bill Cass @BCassplanning]

My advisor friends: With today’s high prevailing mortgage interest rates, homebuyers may want to consider an intrafamily loan.
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[Bill Cass @BCassplanning]

My advisor friends: Share some of these asset protection strategies with clients to help them prepare before something happens and a claim is filed.
https://t.co/BxNbETry1K

[Bill Cass @BCassplanning]

My advisor friends: As families prepare to file for federal student aid they will want to know about upcoming application changes. #FAFSA https://t.co/GbuxgZ7R7N

[Bill Cass @BCassplanning]

My advisor friends: Having a comprehensive plan, with a 529 savings strategy at the center, may help families stay on track for college planning.
https://t.co/yvIQrgJXnk

[Bill Cass @BCassplanning]

My advisor friends: More students are considering studying abroad. Here are the key considerations for students and families to understand. https://t.co/3ylWVz0Acl

[Bill Cass @BCassplanning]

IRS recently gave more direction to heirs of inherited retirement accounts on taking distributions. See the latest details.
https://t.co/cLTINrWmvo

[Bill Cass @BCassplanning]

My advisor friends: It may be time to consider certain planning strategies that could benefit from rising interest rates. https://t.co/3n8qJRHRmn

[Bill Cass @BCassplanning]

My advisor friends: For unmarried partners, some financial and legal advantages are not available. Learn more about these key planning issues. #wealthmanagement https://t.co/6k8YsxiQ84

[Bill Cass @BCassplanning]

My advisor friends: There are various ways to avoid early withdrawal penalties from retirement accounts. https://t.co/O5wosML1it