Jason M. Duross at Pruco Securities, LLC

Jason M. Duross at Pruco Securities, LLC As a Financial Planner, I specialize in financial planning services for a fee.

Struggling with good saving habits? You may be doing better than you think. Learn how much you should be saving per payc...
03/18/2024

Struggling with good saving habits? You may be doing better than you think. Learn how much you should be saving per paycheck in this article, featuring Jason Duross from Prudential Advisors - https://bit.ly/pa-paycheck-savings

Use our guide to determine how much money you need to save from each paycheck to meet your short, medium and long-term savings goals.

07/14/2022

Understanding the risks will help you face your retirement income challenges. Please contact me today for more information and to address these uncertainties together!

07/13/2022

Everything is getting a bit pricier nowadays, and inflation is reaching 40-year highs. Test your knowledge and check if you & your partner are ready for the costs of medical expenses.

Don’t let headlines drive your financial decisions. Whether it’s rebalancing your portfolio or talking to a financial pr...
07/11/2022

Don’t let headlines drive your financial decisions. Whether it’s rebalancing your portfolio or talking to a financial professional, you have options! These 7 tips can help you get started: https://bit.ly/7WaysFlyer

We might have grown up learning that talking about money was taboo or too lowbrow, but that's certainly not the case for...
06/27/2022

We might have grown up learning that talking about money was taboo or too lowbrow, but that's certainly not the case for the up-and-coming new wave of vocal cryptocurrency enthusiasts! Here's a summer refresher on key financial literary lessons:

Investing in cryptocurrencies has gotten a new segment of folks interested in finances. But why stop there? It’s a great opportunity for them to get a leg up with three important financial lessons.

The crypto-craze has taken over the world - from Super Bowl ads to mayors taking their salary in bitcoin. It's also brou...
06/26/2022

The crypto-craze has taken over the world - from Super Bowl ads to mayors taking their salary in bitcoin. It's also brought a wave of new investors that could benefit from a crash course in financial literacy. Read on for three simple lessons about investing your money:

Investing in cryptocurrencies has gotten a new segment of folks interested in finances. But why stop there? It’s a great opportunity for them to get a leg up with three important financial lessons.

Join Edward L. Campbell, Managing Director and Co-Head of PGIM Quantitative Solutions' Multi-Asset team on Wednesday, Ju...
06/25/2022

Join Edward L. Campbell, Managing Director and Co-Head of PGIM Quantitative Solutions' Multi-Asset team on Wednesday, June 29 at 6:00 pm ET for a live webinar on navigating market volatility and uncertain markets.
➡ Register: https://bit.ly/NavUncertMarkets-EC

Concerned and stressed from the uncertain markets? Join Edward L. Campbell, Co-Head of Multi-Asset PGIM Quantitative Sol...
06/23/2022

Concerned and stressed from the uncertain markets? Join Edward L. Campbell, Co-Head of Multi-Asset PGIM Quantitative Solutions as he addresses the current market volatility & shares tips that can help you stay the course.
➡ Register: https://bit.ly/NavUncertMarkets-EC

In light of potentially massive cross-generational tax bills on any   account   under the 2019  ,  shares some actions  ...
06/17/2021

In light of potentially massive cross-generational tax bills on any account under the 2019 , shares some actions can take now to minimize and for beneficiaries.

Passage of the SECURE Act has made it harder to pass money on to adult children in a tax-efficient way.

The   of 2019 ended the “stretch IRA” as we knew it. Now, most taxpayers who inherit an   must cash out those assets – a...
06/06/2021

The of 2019 ended the “stretch IRA” as we knew it. Now, most taxpayers who inherit an must cash out those assets – and pay taxes on them – within 10 years. Here’s how to be better prepared.

Passage of the SECURE Act has made it harder to pass money on to adult children in a tax-efficient way.

Don’t be caught off guard: the change in withdrawal rules under the 2019   is dramatic, accelerating taxes due on an inh...
05/26/2021

Don’t be caught off guard: the change in withdrawal rules under the 2019 is dramatic, accelerating taxes due on an inherited from the beneficiary’s remaining lifetime to just 10 years. We share some pointers on what you can do to minimize impact.

Passage of the SECURE Act has made it harder to pass money on to adult children in a tax-efficient way.

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1980 S Easton Road, Suite 250
Doylestown, PA
18901

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