COVID-19 Update

Alliant Wealth Advisors is an "essential business" under Virginia state law and we remain fully operational during the COVID-19 crisis.

To keep our clients, staff and colleagues safe we are currently holding all meetings via video conferencing. And we are alternating a small number of staff in our office while the majority serve you from their home.

Speaking of our office. Our headquarters in Prince William will relocate to the Signal Hill Professional Center at 9161 Liberia Avenue, Suite 100, Manassas, VA 20110 effective Monday, April 20, 2020.

Whether we are virtual or in person, we are here for you. Please keep safe.

Best Regards,

John Frisch, CPA/PFS, CFP®, AIF®, PPC®


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Family Wealth

3 Estate Planning Hurdles

May 07, 2021

Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but none of us can escape death and taxes.

So why do so many families put off essential estate planning until it’s too late? In my experience, there are three hurdles:

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How the SECURE Act Dramatically Affects Your IRA and 401(k) Heirs

April 23, 2021

Why am I just now writing about the SECURE Act of 2019? Because many families remain unaware of an estate-planning pitfall it created by taking away the “stretch IRA.” This means, other than spouses, many heirs can no longer shelter an inherited IRA from income taxes for more than 10 years. And there’s a 50% TAX PENALTY if an inherited IRA isn’t closed out within 10 years of a decedent’s passing.

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Trading in GameStop vs. Investing in the Market

Are you getting dizzy trying to keep up with the unfolding news about GameStop and all the other Reddit-driven, short-sale squeezed, red-hot trades o’ the day? By the time you read this, the meteoric, late-January rise of a number of stocks that had been short-sold by various hedge funds may already have fizzled out. Or not.

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Biden’s Tax Plan

It’s official. The Georgia runoffs left us with a 50 Democrat/50 Republican U.S. Senate, with VP Harris to break tie votes. While this balance doesn’t assure a slam dunk, Biden’s income tax proposals now stand a better chance of scoring than they did before.

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