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

Essential Form 5500 Filing Guidance for 401(k) Plan Sponsors

The IRS 2020 Form 5500 filing deadline is less than two months away for employers sponsoring 401(k) plans whose year ends on December 31. Most sponsors rely on a Third Party Administrator to prepare their Forms, but it is the sponsor’s responsibility to assure the forms are completed accurately and filed on time.

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Are you saving enough for retirement?

June 4, 2021

Are you saving enough for retirement? Whether your career is just getting started or you’ve started winding things down, you’re not alone if you’re not sure. A May 2020, 20th Annual Transamerica Retirement Survey of Workers asked survey participants about their greatest retirement fears. The number one concern across all ages was the possibility of outliving one’s savings and investments.

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Reasons to be optimistic about the U.S. Economy

May 21, 2021

Would you believe me if I told you, despite the pandemic, the U.S. economy has rarely been better off? In the first quarter of 2021:

  • The U.S. Gross Domestic Product (GDP) grew 6.4%. This was the second-fastest GDP growth rate since 2003. The fastest was in the third quarter of 2020, when the economy really took off. (GDP is a measure of the value of goods and services.)
  • Consumers increased spending by 10.7%, up from 2.3% in the prior quarter.

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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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