Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

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Category: Wealth

Benefits of Qualified Opportunity Funds Waning
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Benefits of Qualified Opportunity Funds Waning

Article Highlights: Qualified Opportunity Fund Qualified Opportunity Zones Deferred Gains 5- and 7-Year Holding Periods 2026 End of Deferral 0-Year Holding Period A Qualified Opportunity Fund (QOF) is an investment vehicle which is organized as a corporation or a partnership […]
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It’s Not Too Late for an IRA Contribution
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It’s Not Too Late for an IRA Contribution

Article Highlights: Contribution Due Date Age Rules Compensation Rules When To Contribute Contribution Limits Deductibility & Benefits Saver’s Credit Choosing Between Traditional & Roth IRAs Most of the time an expense that may be tax deductible needs to be paid […]
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FDIC Fact Sheet
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FDIC Fact Sheet

The Federal Deposit Insurance Corporation (FDIC) is responsible for insuring deposits in banks and savings institutions, it’s crucial for consumers to understand how their deposits are protected in case of bank failure. We’ve created this infographic to help you understand […]
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2022 Market Summary (VIDEO)
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2022 Market Summary (VIDEO)

MARKETS & ECONOMY Here’s our take on what happened in the markets in 2022, and how a long-term plan can help you regardless of what happens in 2023. TRANSCRIPT: Clayton: Hi, I’m Clayton from Squire Wealth Advisors and with me today I […]
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