fbpx

insights

  • All
  • About Us
  • Advisors & Planners
  • Education Planning
  • Estate Planning
  • Interest Rate Updates
  • Investment Management
  • Market Commentary
  • Planning
  • Retirement Planning
  • Tax Optimization
All
  • All
  • About Us
  • Advisors & Planners
  • Education Planning
  • Estate Planning
  • Interest Rate Updates
  • Investment Management
  • Market Commentary
  • Planning
  • Retirement Planning
  • Tax Optimization
RMDs e1587049213663 | Bogart Wealth Retirement Planning

Protected: CARES Act: Required Minimum Distributions (RMDs)

There is no excerpt because this is a protected post.

Read More →
Interest Rates 1 e1570645136914 | Bogart Wealth Interest Rate Updates

Interest Rates Outlook – Q2 2020

The second quarter of 2020 has been a devastating and historic moment for the world. Coronavirus (COVID-19) pandemic caused mass suffering to many lives and …

Read More →
US Capitol | Bogart Wealth Retirement Planning

CARES Act: Benefits for Individuals

The CARES Act was signed on March 27th, and we now have the full details of the relief programs available for individuals and businesses.

Read More →
TaxFiling 2020 e1585250304830 | Bogart Wealth Tax Optimization

Due Date for Federal Income Tax Returns & Payments Postponed

Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020.

Read More →
College Debt Costs e1574438086708 | Bogart Wealth Education Planning

Federal Student Loan Borrowers Get Some Relief Due to COVID-19

On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19.

Read More →
Portfolio Risk e1571691359527 scaled | Bogart Wealth Investment Management

Bear Markets Come and Go

If you are losing sleep over volatility driven by a cascade of disheartening news, it may help to remember that the stock market is historically cyclical. There have been 10 bear markets (prior to this one) since 1950, and the market has recovered eventually every time.

Read More →
Market DOW Paper edited scaled e1583419120367 | Bogart Wealth Investment Management

Coronavirus Concerns? Consider Past Health Crises

If recent volatility is causing you to consider cashing out of your stock holdings, it may be worthwhile to pause and put recent events into perspective, using history as a guide.

Read More →
GlobalMarkets | Bogart Wealth Investment Management

The Coronavirus and the Global Economy

As of February 26, 2020, the death toll from COVID-19 — the official name of the coronavirus first reported in Wuhan, China — passed 2,700, …

Read More →
education financial aid | Bogart Wealth Education Planning

ABCs of Financial Aid

In many cases, financial aid may be the deciding factor in whether your child attends the college of his or her choice.

Read More →
401k Plan e1564578913510 | Bogart Wealth Retirement Planning

There’s Still Time to Contribute to an IRA for 2019

Making a last-minute contribution to an IRA may help you reduce your 2019 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to claim the Savers Credit for 2019 based on your contributions to a traditional or Roth IRA.

Read More →
insurance closing gaps | Bogart Wealth Investment Management

Closing Gaps in Your Insurance Coverage

Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not.

Read More →
twenty20 ecef135a 57d9 48a5 b7c2 6a123026dd71 | Bogart Wealth Tax Optimization

Tax Optimization: 2020 Updates

Nulla quis lorem ut libero malesuada feugiat. Curabitur non nulla sit amet nisl tempus convallis quis ac lectus. Curabitur non nulla sit amet nisl tempus …

Read More →
Canva Photo of Three People Smiling While Having a Meeting 1 | Bogart Wealth Advisors & Planners

NUA & Post-Retirement Strategies

Proin eget tortor risus. Proin eget tortor risus. Curabitur arcu erat, accumsan id imperdiet et, porttitor at sem. Pellentesque in ipsum id orci porta dapibus. …

Read More →
happy young couple enjoying together moving in a new house new house at moving | Bogart Wealth Planning

Retirement Income Planning

Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. Curabitur aliquet quam id dui posuere blandit. Sed porttitor lectus nibh. Praesent sapien massa, convallis a …

Read More →
group of business team conference on meeting presentation to planning investment project working and t20 kLJGJE | Bogart Wealth Tax Optimization

Tax Optimization: 2020 Updates

Our Seminars are Customized for Major Oil & Gas Company Employees with Focus on Your Pension and Savings Plan Lorem Ipsum is simply dummy text …

Read More →
Retirement Income SECURE Act | Bogart Wealth Retirement Planning

The SECURE Act & Your Retirement Savings

This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that provide retirement benefits.

Read More →
retirement income close gap | Bogart Wealth Retirement Planning

Closing a Retirement Income Gap

When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire.

Read More →
education 529 cost coins | Bogart Wealth Education Planning

Positioning Your Income & Assets to Enhance Financial Aid Eligibility

These strategies take advantage of the federal rules about which family income and assets are counted in determining your family’s expected family contribution.

Read More →
college campus 529 | Bogart Wealth Education Planning

529 Plans & Financial Aid Eligibility

There are a few points to keep in mind regarding the classification of 529 plans as a parent asset.

Read More →
Interest Rates 1 e1570645136914 | Bogart Wealth Interest Rate Updates

Interest Rates Outlook – Q1 2020

More and more the U.S. economy appears to have transitioned into the later stages of the business cycle. The unemployment rate has dropped to levels …

Read More →
college savings meeting e1580139958202 | Bogart Wealth Education Planning

For College Savings, 529 Plans Are Hard to Beat

Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college?

Read More →
4k wallpaper adventure beach 165505 e1579536584650 | Bogart Wealth Retirement Planning

The SECURE Act: New Opportunities

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending …

Read More →
Tax Prep Tips 1099 Tracking and Reporting Jan 2020 | Bogart Wealth Tax Optimization

Tax Prep Tips: 1099 Tracking & Reporting

Your 1099 Dashboard The 1099 Dashboard shows expected availability dates for Form 1099 Composite tax forms that apply to your brokerage account(s). Form 1099-R, Bank …

Read More →
Robocaller Phone e1579120111238 | Bogart Wealth Investment Management

TRACED Act: Additional Protections Against Robocalls

If you pick up an unwanted robocall, hang up right away. Avoid answering “yes” or “no” questions, providing personal information, or pressing a number to “opt out,” since scammers often use these tricks to identify and target “live” respondents, resulting in additional calls.

Read More →

Are you looking for independent advice?

Is Bogart right for me?

By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 580, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

You are now leaving the Bogart Wealth, LLC / Bogart Wealth™ (“Bogart”), website and entering a third party website that we do not control.

Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.

In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.