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Category: Planning Insights

Congress Passes SECURE Act 2.0
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Summit Financial 2022 Year End Tax Update
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Inflation Reduction Act of 2022 Signed Into Law
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Disability Insurance: What to Know
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Roth IRAs as a Savings Vehicle for Children
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Proposed Legislation Update – House Passes SECURE Act 2.0
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Four Common Financial Pitfalls for Doctors
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Roth Conversions in Volatile Markets
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Summit Financial, LLC, an SEC registered investment advisor firm, established in November 2018 is a wholly owned subsidiary of Summit Financial Holdings and is the successor firm of all the legacy investment advisory and financial planning business of Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983)