Certain 529 plan distributions that are directly rolled over to the plan beneficiary’s Roth IRA will not be subject to the additional tax.

How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment.

Depending on the type of funeral service you are having, the cost can vary significantly.

It is my pleasure to announce that New Capital has appointed Jaycee Smalley as its Vice President.

This report features world capital market performance and a timeline of events for the past quarter.

If an account is not in the name of the living trust or if the trust is not named as beneficiary on death, probate will be necessary for the beneficiaries to access the account.

What I love is witnessing an arena full of athletes trying their absolute hardest, working together to achieve a common goal.

Here’s how changes to tax rules could affect you this year.

All things considered; we stick to our base case for three rate reductions this year beginning in June.

New Capital is pleased to announce that Cassandra Moss has successfully completed the requirements for the Professional Administrative Certification of Excellence.

For Europe and Japan, the return of inflation and positive interest rates is a game changer: earnings have improved as a result of higher end-consumer prices.

New Capital recently adopted Virtru for email encryption.

The flexibility of 529 plans is increasing, providing options for both education saving and retirement planning.

Estate planning strategies change along with shifting family dynamics.

Leonard reviews 2023 markets and performance, looks ahead to 2024 including current valuations, and discusses a variety of other items and issues including New Capital's available responses to election year 2024.

New Capital is pleased to announce that Jaycee Smalley and Fernando Morquecho were married on January 6, 2023.

With geopolitical tensions on the boil, major moves and milestones in markets and a slew of upbeat economic data, January has been a wild ride.

Here’s how to determine what you owe this tax season.

When it comes to parenting, charitable giving can act as a catalyst for instilling kindness, empathy, and the value of philanthropy in the next generation.

Maintaining a disciplined approach to investing is critical to achieving one’s long-term investment goals. We have compiled five key principles for investing in an election year.