Truepoint Viewpoint

Nichole Williams August 29, 2024

A Guide to the Ohio SGO Tax Credit

If you’re an Ohio resident, there’s a valuable tax benefit you might not be fully utilizing: the Ohio SGO (Scholarship Granting Organization) tax credit. This credit allows you to directly support educational institutions while receiving a dollar-for-dollar reduction in your state tax liability. What is the Ohio SGO Tax Credit? The Ohio SGO tax credit […]

Michelle Stevens August 19, 2024

Rolling Over Your 529 Plan to a Roth IRA: Maximizing Your Savings

Planning for a child’s education is a top priority for many families, and the 529 plan has long been a popular choice for college savings. But what happens if you overfund the account or your child or grandchild doesn’t need all the money for their education? Recent updates to the 529 plan rules offer one […]

Kate Brownstein and Ted Parchman August 5, 2024

2024 P&G LTIP and STAR Award Election: Weighing Your Choices

Our P&G team offers analysis on the LTIP and STAR Awards.

Kate Brownstein June 12, 2024

Depletion of P&G Preferred Stock: What You Need to Know

As of July 2024, a significant shift will take place in the Procter & Gamble Profit Sharing Trust (PST) that will impact how employees’ retirement savings are structured moving forward. This change marks the final instance where P&G employees will receive P&G preferred stock as part of their annual PST contribution. Impact on Funding Composition […]

Truepoint May 29, 2024

Reflections on Retirement: A Letter from Liz Niehaus

Liz Niehaus served Truepoint Wealth Counsel clients as a wealth advisor for 17 years and leaves behind an impressive and meaningful legacy as she prepares for her retirement at the end of June 2024. Recently relocated to Hilton Head Island, Liz shares a few reflections on her career, her time with Truepoint, and what she […]

Heather J. Spencer May 13, 2024

The Sandwich Generation: Caring for Parents and Children

Updated May 2024 When you prepare for retirement, you generally plan for your own financial situation. You work hard to save for the lifestyle you wish to enjoy during the next phase of your life—a phase that you likely imagine to be free of financial obligation to anyone other than yourself. Unfortunately, as many members […]