Amy S. Lawrence

Securities offered through LPL Financial, Member SIPC

[Amy S. Lawrence @amystarlight]

Lifetime gifting of your stock or other business interest (such as a partnership interest, if your business is not incorporated) refers to a formal or an informal plan of giving your interest in a business directly to other individu https://t.co/3oTMhJlBXo

[Amy S. Lawrence @amystarlight]

The applicable exclusion amount is the amount that can be sheltered from federal gift and estate tax by the unified credit. The basic exclusion amount is $15,000,000 (in 2026, $13,990,000 in 2025). In 2011 and later years, the unuse https://t.co/Q584d9fDMH

[Amy S. Lawrence @amystarlight]

This brief primer describes 403(b) plans and why they might be a good to save for the future. https://t.co/i8A13KG4Os

[Amy S. Lawrence @amystarlight]

A 401(k) plan is one of the best ways to save for retirement. https://t.co/moH9zRtwGr

[Amy S. Lawrence @amystarlight]

Did you know that Social Security benefits could be an important source of income for your survivors? https://t.co/4a6tYmOARk

[Amy S. Lawrence @amystarlight]

You may be able tap your retirement plan account while you're still working. https://t.co/vXbQIDGZ9R

[Amy S. Lawrence @amystarlight]

By contributing to an IRA, you make use of a powerful retirement savings tool. Be sure that you choose the one that's best for you, whether it's a traditional IRA or a Roth IRA. https://t.co/Tpa6piBFyf

[Amy S. Lawrence @amystarlight]

The federal income tax filing deadline for most individuals is Wednesday, April 15, 2026. https://t.co/GnTuQvpzTh

[Amy S. Lawrence @amystarlight]

While you can't control the forecast, you can control how prepared you are for it. https://t.co/eVm2pBrg7x

[Amy S. Lawrence @amystarlight]

The effect of market volatility on your bonds depends on your time frame and investment goals. https://t.co/FdzCOAA1Lb

[Amy S. Lawrence @amystarlight]

A less valuable currency makes imported goods more expensive and exported goods cheaper. https://t.co/sItN01qi2k

[Amy S. Lawrence @amystarlight]

As a U.S. citizen living abroad, you face many of the same financial planning issues that citizens who live in the United States face. However, you may also be concerned that your citizenship status may have been jeopardized when yo https://t.co/1JJ88V6hU0

[Amy S. Lawrence @amystarlight]

The latest issue of Market Month is available. https://t.co/OB5k5vL9Oi

[Amy S. Lawrence @amystarlight]

A trust is created when you (the grantor) transfer property to a trustee for the benefit of a third person (the beneficiary). The act of transferring property to a trust is generally treated no differently than if it were transferre https://t.co/ACAsjaQ8ve

[Amy S. Lawrence @amystarlight]

Find out more https://t.co/M0lACAA1Ap

[Amy S. Lawrence @amystarlight]

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income. https://t.co/0RGjTEIszH

[Amy S. Lawrence @amystarlight]

By keeping a watchful eye on your income and planning carefully,you may be able to reduce the amount of federal income taxes that you owe andeven move to a lower tax bracket. For example, you might postpone some earnedincome or a bo https://t.co/7RBEB0Igtu

[Amy S. Lawrence @amystarlight]

The latest issue of Market Month is available. https://t.co/FWIFKjC7IQ

[Amy S. Lawrence @amystarlight]

With a decade left before retirement, consider getting a jump start on your finances with these steps. https://t.co/zPHUy8gZ7K

[Amy S. Lawrence @amystarlight]

1 Contribution is fully deductible if minimum contribution amount is met and cost of token gift does not exceed maximum https://t.co/kmbxS1r3Yj