The Roth 401(k) five-year rule determines when you can begin receiving tax-free qualified distributions from your 401(k) plan Roth account. While it’s similar to the five-year rule that applies to Roth IRAs, there are important differences. Withdrawals from your Roth 401(k) plan account — including both your contributions and any investment earnings — are completely […]
If you or a family member has a disability, you may be interested in learning about a tax-advantaged option called an ABLE account which can be used to save or invest for qualified disability expenses. Most states have launched ABLE programs, and more are in the works. Why are ABLE accounts needed? Individuals with disabilities […]
Philanthropic financial planning is about more than just managing your money—it’s a way to reflect your values through your financial decisions. By combining charitable giving with tax-efficient financial strategies, you can support the causes you care about while strengthening your financial plan and building a lasting legacy. In this article, we’ll explore the key methods […]
A self-employed retirement plan is a tax-deferred retirement savings program for self-employed individuals. In the past, the term “Keogh plan” or “H.R. 10 plan” was used to distinguish a retirement plan established by a self-employed individual from a plan established by a corporation or other entity. However, self-employed retirement plans are now generally referred to […]
Small businesses are an essential part of the communities in which they live and work. Per Stirling Capital Management is excited to announce we have begun a monthly initiative to impact our community, one organization at a time! To kick off our monthly community initiative, Per Stirling came together to support Austin Pets Alive (APA) […]
AustinAustin Pets AliveAustin VolunteersAustin Wealth ManagementCapital ManagementCapital Management Austinfiduciaryfinancial planningkittensPer StirlingPer Stirling VolunteerspuppiesWealth Management AustinPer Stirling was founded almost a decade ago based upon the premise that, “if you take outrageously good care of your clients and treat the members of your team like family, everything else will take care of itself”. Over the years, this rather unique founding philosophy has brought Per Stirling some notable recognition on both […]
Every year, more than fifty businesses are nominated for RecognizeGood’s Ethics in Business and Community Award. All nominees are sorted into 5 different categories: Individual, Non-profit, Small Business, Mid-Sized Business and Large Business. The businesses are interviewed and then narrowed down to 15 finalists (three in each of the five categories). The winners for each […]
PER STIRLING PRESENTS: NORTH AUSTIN SHRED PARTY 2019 Most individuals and businesses know how valuable it is to retain important financial and legal documents, but after a certain period of time, how long is too long? Stockpiling sensitive information can pose a security issue, or even breach compliance regulations in today’s privacy-conscious world. Per Stirling […]
At Per Stirling, we are extremely honored and humbled to be recognized for the second year in a row as one of Investment News 2019 Best Places to Work for Financial Advisors in the 30-49 employees category. This program recognizes financial advisory firms that empower their employees to grow professionally and provide clients with the […]
PER STIRLING PRESENTS: SHRED PARTY 2019 Most individuals and businesses know how valuable it is to retain important financial and legal documents, but after a certain period of time, how long is too long? Stockpiling sensitive information can pose a security issue, or even breach compliance regulations in today’s privacy-conscious world. Per Stirling is proud […]
