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Category: Taxes

What is a Taxable Event?

What is a Taxable Event? Hilltop Wealth Solutions

Put plainly: a taxable event is a transaction that causes someone to owe money to the government in the form of taxes.[1] Seems simple enough, right? When it comes to retirement and savings, there are a few important taxable events that you might want to keep an eye on. Earned Income Receiving earned income from […]

Should I File Jointly with My Spouse?

Should I File Jointly with My Spouse? Hilltop Wealth Solutions

Although many couples may stand to benefit from filing their taxes jointly, doing so may not always be the most suitable choice. Therefore, it is essential to consider the following things when filing taxes as a married couple: See if you are eligible to file jointly: Being married by December 31st of the relevant tax […]

Tax Tips for the Upcoming Tax Season

Tax Tips for the Upcoming Tax Season Hilltop Wealth Solutions

With the introduction of a new year behind us, the start of tax season is fast approaching. Completing federal income taxes is often a drawn-out and convoluted process, and it is inevitable that some mistakes will be made. Everyone knows that these small errors can have a large impact on tax refunds and can even […]

A December Letter to Clients: Some Taxing Issues and Market Round Up

A December Letter to Clients: Some Taxing Issues and Market Round Up Looking to year-end I know it’s a busy time. But it’s not too soon to start thinking about taxes. In prior conversations, we have discussed year-end planning. But let’s concentrate on taxes before the new year begins. Many questions about the new administration […]

A Winning Combination: Tax Preparation & Planning

Smart Advice. Simply. Clearly. A Winning Combination: Tax Preparation & PlanningHere’s what you need to know. Provided by Hilltop Wealth Solutions Many of you have started working on your 2020 tax returns, or you’re at least thinking about them. But how many of you really think about taxes when it comes to your overall financial […]

Tax Considerations for Retirees

Tax Considerations for Retirees by Erik Brenner on Mar 6, 2020 Are you aware of these potential tax breaks and tax-saving opportunities? Provided by Erik Brenner, CEO – Hilltop Wealth Solutions The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. At age 65, the Internal […]

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Mishawaka (Headquarters)
Wealth Solutions

527 Park Place Court,
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Mishawaka, IN 46545

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Tax Services

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Suite 300
Mishawaka, IN 46545

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Wealth Solutions

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Bremen, IN 46506

Chesterton
Wealth Solutions

830 East
Sidewalk Road
Chesterton, Indiana 46304

North Central Indiana
Wealth Solutions

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102 E. Main Street
Peru, IN 46970

FLORIDA LOCATIONS:

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Wealth Solutions

13420 Parker Commons Blvd.,
Suite 106
Fort Myers, FL 33912

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Royal Oak
Wealth Solutions

333 W. 7th Street,
Suite 250
Royal Oak, MI 48067

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(574) 208-5001

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Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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