2026 Key Financial Data Updates

January 28, 2026

David, Felicia, and Justin discuss changes in tax brackets, increased standard deduction, increases in contribution for retirement accounts, and additional credits that may be available to you. 

Qualified Charitable Distributions

January 28, 2026

Michelle, Kim, Christina, and Dylon highlight key information related to Qualified Charitable Distributions and provide updates to maximum contribution amounts for 2026.

Healthcare in Retirement Webinar Series: Pre-65 Health Insurance

October 9, 2024

The Schutz Perigo Group hosted a two part webinar series with Move Health Partners, a local healthcare insurance planning firm.

Topics for discussion:

• Healthcare Options in Early Retirement, including retiree benefits, COBRA, Short Term Major Medical, Healthcare Sharing, and the Marketplace.
• What are the potential costs and how does that compare to your current coverage?
• How federal tax credits are making it more affordable than ever.
• Who is guaranteed issue and how do pre-existing conditions impact coverage?

Healthcare in Retirement Webinar Series: Medicare 101

October 8, 2024

The Schutz Perigo Group hosted a two part webinar series with Move Health Partners, a local healthcare insurance planning firm. 

Topics for discussion:

Understanding Medicare Parts A & B
What is Medicare Advantage and how does it compare?
Medicare Part D - Drug Coverage
How to Choose a Coverage Option
Most Common Supplement Options
IRMAA - What is it and how to potentially appeal?
Options and requirements if you are working past age 65
Medicare Simplified

Has your income changed dramatically due to retirement or another life changing event? Would you benefit from appealing the IRMAA to potentially reduce your Medicare premiums?  A closer look might be warranted to see if you qualify.

If you had a major life-changing event and your income has gone down, you may use this IRS form to request a reduction in your income-related monthly adjustment amount.

It’s very natural to become nervous and unsettled during stock market pullbacks like we are in currently. We get asked often if there is anything people should be doing when the market is down. Often times the answer is no – we focus on building high-quality portfolios that are sturdy enough to make it through these environments, and plan for bear markets and regular pullbacks in your financial plans....

Deciding to sell a portfolio position should primarily be an investment decision rather than a tax decision; however, understanding the implications of that sale can help investors strategically prepare for the timing of a transaction.

CAPITAL GAIN TAX BRACKETS
Understanding how to apply the income tax brackets will help an individual determine their capital gains tax bracket and effectively, how much they can expect to owe in taxes......

Years of experience have prepared us to guide you through your life transitions.

View our guide below on defining commonly used tax terms.

As part of a spending bill passed late in 2022, Congress included a section referred to as the SECURE 2.0 Act. This section is a follow-up to the original SECURE Act, passed in late 2019, and loosens restrictions on both the funding of and withdrawals from retirement plans – including gradually extending the age at which RMDs must begin, allowing for more Roth-style contributions to plans, and even allowing rollovers from a 529 plan to a Roth IRA. There are also enhancements to the Qualified Charitable Distribution (QCD) rules.