Premier Planning Group

10/26/2026

If you’re considering an IRA rollover from your 401(k), selecting the right type of IRA can have a lasting impact on your financial future. Your personal goals, time horizon, and priorities should all factor into this decision.

Should you choose a traditional or Roth IRA for your 401(k) rollover? Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

10/23/2026

When passing assets to the next generation, the conversation goes far beyond deciding who receives what. It centers on how those assets will be taxed once they change hands, and whether their value is preserved or quietly reduced in the process. Many families are surprised to learn that a lack of planning around cost basis can trigger avoidable capital gains taxes, diminishing the very legacy they intended to preserve.

This is where the step-up in basis serves as a powerful provision that can significantly limit capital gains exposure on inherited assets if structured correctly.

In this article, we break down how the step-up in basis works and why it plays a critical role in passing assets efficiently and safeguarding long-term family wealth.

Want to preserve wealth when passing assets to heirs? Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

10/21/2026

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Check out our FAQ page to learn more about what we do and how we can help you plan for the future.

Frequently Asked Questions

10/19/2026

While we can’t predict the future, long-term care expenses are a reality many will face. With so many options to consider, it’s understandable if the choices feel overwhelming. Every individual’s needs are unique, and several factors should guide how you incorporate long-term care into your retirement planning.

Discover the real costs of long-term care in Maryland with our guide. Brion Harris is a financial advisor with Premier Planning Group based in Annapolis, MD.

10/16/2026

In this article, I walk you through practical strategies to navigate market volatility with confidence so you can enjoy your retirement instead of stressing through it.

Professional insight into navigating market volatility in retirement. Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

10/14/2026

Thankful to be a part of the West Annapolis community!

10/14/2026

At Premier Planning Group, we offer the following services:

→ Lifetime Wealth Management
→ Tax Planning
→ Retirement Planning
→ Elder Care Planning

Our priority is helping you take care of yourself and your family.

Visit our website or give us a call at 443-837-2520 to learn how we can serve you.

As Financial Advisors in Annapolis, MD, we specialize in Investment Management and Retirement Planning. Schedule a free review today!

10/12/2026

Dreaming of hitting the big leagues? Step one: nurture that mindset.

Here’s a sneak peek into the strategies that can help you start thinking like a wealthy mogul.

Explore three strategies to cultivate a wealth mindset to your financial goals. Brion Harris is a financial advisor in Annapolis, MD.

10/09/2026

A thoughtful plan is one of the best tools for sustaining your lifestyle in retirement. Regular reviews can help keep your income, investments, and spending aligned with your long-term goals, even as life changes.

Explore strategies to maintain your lifestyle in retirement. Brion Harris is a financial advisor at Premier Planning Group in Annapolis, MD.

10/07/2026

Looking for trusted financial guidance? Meet our team of professionals who are committed to simplifying your financial decisions.

Visit our team page today to see how we can help make your goals a reality.

As Financial Planners in Annapolis, MD, we specialize in Investment Management and Retirement Planning. Schedule a free review today!