Truepoint Viewpoint

John Wolfenden June 6, 2025

How Trust Income Tax Impacts Your Family Legacy Planning

Trusts play a vital role in family legacy planning by allowing one generation to establish clear guidelines for the next. They help carry out the wealth creator’s intentions and vision for long-term family success. In addition to supporting these goals, trusts offer legal and tax structures that can help preserve, grow, and distribute assets in […]

John S. Evans and Courtney M. Weber June 5, 2025

How to Evaluate a Separation Package from P&G

When it comes to evaluating a separation package or early retirement offer from P&G, there are many factors to consider, and collaborating with a knowledgeable financial advisor can help you make this important decision. It is even more critical to fully understand your options because the P&G compensation and retirement plans include embedded and powerful […]

Conor Feldmann June 4, 2025

Is Your Portfolio Protected Against Inflation?

Like all hazards in investing, the risk of inflation is always lurking—even when it doesn’t materialize. And because of this ever-present threat, Truepoint portfolios are explicitly built with inflation in mind. We’ve done the homework, searching for the best inflation hedge across nearly every investable asset class. Here’s what our research shows: It’s not gold, […]

Annie Christian May 30, 2025

Exercising Stock Options: Key Financial Planning Considerations

Valuing and exercising stock options can be complicated, and any decision to exercise an option should be made in a broader financial planning context.

Ben Pantalone and Ted Parchman May 23, 2025

The Case for Global Diversification

As the largest economy in the world, the U.S. stock market has grown to represent approximately two-thirds of the global stock market. This means roughly one-third of the entire investment universe lies outside of U.S. borders. Yet many investors choose to invest exclusively at home, excluding a meaningful portion of the global market. At Truepoint, […]

John S. Evans May 14, 2025

Roth IRAs, Conversions and “Backdoor” Contributions

The unique tax treatment of Roth IRAs presents a very compelling opportunity for investors. While income limits may prevent higher-earning individuals from making direct contributions to a Roth IRA, there are two other funding strategies worth serious consideration: Roth IRA conversions and so-called “backdoor” contributions. Roth IRAs: A Refresher Course Created by the Taxpayer Relief […]