Modera Wealth Management
Modera Wealth Management

Michael Gibney

Home|Tag:Michael Gibney How can I choose the best 529 plan for my grandkids?

Considering a 529 plan for your grandkids but not sure how to get started? In this Q&A article Michael D. Gibney, CFP®, AIF® helps to dissect this question and shares resources and considerations in determining how to make the right selection for you and your situation. Article by Karin Price Mueller for

2021-12-02T19:01:39+00:00Press Mentions|

Downsizing Your Home

I recently downsized from a larger home in a New Jersey suburb to smaller quarters closer to Manhattan. Anecdotally, I noticed many times in my former neighborhood that on the same day families would post “Congrats to the Graduate!” yard signs, “For Sale” signs would often appear right next to them.

2021-07-07T14:33:16+00:00Good to Know, Life Transitions|

Health Savings Accounts (HSAs)

With costs skyrocketing and employees paying more and more, the advent of high-deductible health care (HDHC) plans and health savings accounts (HSAs) has become a story worth blogging about.

2021-01-29T16:33:00+00:00Good to Know|

Donor Advised Funds

I have been reviewing the benefits of Donor Advised Funds (DAFs) with clients as a way to get the most out of their charitable giving considering many are now seeing the impact the recent tax law change has had on the deductibility of donations.

2021-10-07T03:12:43+00:00Good to Know|

The Tax Benefits of NUA Rules

If company stock is offered to you through a 401(k) or other workplace retirement plan, it can be a great opportunity for you to have a stake in the business. Plus, if you accumulate employer stock within a qualified employer retirement plan over many years, that stock may appreciate considerably. However, when the time comes to take distributions out of the account, perhaps because you’re retiring or switching jobs, there are important tax implications to consider.

2022-05-20T22:22:33+00:00Good to Know|
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