Alesco Advisors LLC

The SECURE 2.0 Act now allows families to roll unused 529 college savings into Roth IRAs, adding flexibility to long-term financial planning. Effective in 2024, this provision transforms 529 plans from solely educational tools into potential retirement savings vehicles, offering flexibility for families when educational plans shift. https://lnkd.in/gjrrzGiv

The Business and Industry Conference will address technical issues and the evolving roles of CPAs in Industry, preparing them for a future of innovation, automation, upskilling, and reskilling. Speakers: Greg Altman Cory B. — MMB + CO Isabella Hoed de Beche — RSM US LLP Tom Hood, CPA,CGMA,CITP — Association of International Certified Professional Accountants Suzanne M Jensen, CPA, CGMA — The Business Council of New York State, Inc. Frank Kerbein — The Business Council of New York State James McGlothlin — RSM Eric Morris, Ed.D. — Alesco Advisors LLC Timothy Noonan — Hodgson Russ LLP Kathy Ortiz Marcey Rader, CSP? — RADER Nathaniel T. — MMB&CO Beth van Bladel — CFO For Hire a division of BST & Co. CPA's Igor Yezhov — RSM US LLP Register to attend virtually or attend in-person at one of our convenient locations listed below: Buffalo Chapter Satellite> nysscpa.org/bibc24 Manhattan/Bronx Chapter Satellite> nysscpa.org/bimb24 Northeast Chapter Satellite> nysscpa.org/binc24 Rochester Chapter Satellite> nysscpa.org/birc24 Suffolk Chapter Satellite> nysscpa.org/bisc24 Westchester Chapter Satellite> nysscpa.org/biwc24 hashtag#CPA hashtag#CPE hashtag#nysscpa

An investment advisor should have a clear philosophy that is consistent with their strategy and practices. Do you know your advisor’s investment philosophy? In this first post of a multi-part series, I explain our belief at Alesco Advisors LLC that following empirical evidence gives our clients the highest probability of achieving their goals.

In our latest Waterwheel post, I explore how Multiple Employer Plans (MEPs) can simplify retirement plan management, potentially lower costs, and reduce fiduciary risk by pooling resources with other employers. Plus, MEPs offer the flexibility to tailor solutions for each company’s needs. Check it out to learn more about MEPs, or feel free to reach out to me directly for more information! https://lnkd.in/euDaUwRE

In my latest Waterwheel post, I explore a proactive approach to protecting your assets from cybersecurity threats. With more of our financial lives happening online, cybersecurity is something investors can't afford to overlook. Check it out!

The significance and uncertainty associated with this year's Presidential election is weighing on many investors. In the latest episode of WXXI Public Broadcasting Council's "Connections" with Evan Dawson, I discussed my research regarding the connection between market returns and Presidential elections and administrations. Thanks to Evan for the opportunity to share these insights. Listen to our conversation in the link below. Alesco Advisors LLC This content is for informational purposes only and should not be construed as investment advice. It does not constitute an offer to sell, a solicitation to buy, or a recommendation of any security or investment strategy. Past performance is not indicative of future results. https://lnkd.in/e_esWWQq

For those who are philanthropically minded, charitable giving offers a chance to support important causes while also reaping substantial tax benefits. In Alesco's latest Waterwheel post, I explore nine strategies to boost your impact and enhance your overall financial situation.