Brian Maners, MBA

Brian Maners, MBA Osaic Institutions CPWA® Financial Advisor and Vice President at FB Wealth Management

06/01/2026

Taxable distributions you receive from your IRA or retirement plan before you reach the age of 59½ are generally considered by the IRS as premature distributions (or early withdrawals). To discourage these premature distributions, they are not only subject to the usual federal and state income taxe...

06/01/2026

Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever make. The beneficiary (or beneficiaries) you name will receive the funds remaining in your IRA or plan after you die, so you should certainly consider you...

05/31/2026

Active and passive portfolio management both have advantages and disadvantages.

05/30/2026

The applicable exclusion amount is the amount that can be sheltered from federal gift and estate tax by the unified credit. The basic exclusion amount is $15,000,000 (in 2026, $13,990,000 in 2025). In 2011 and later years, the unused applicable exclusion amount of a deceased spouse is portable which...

05/29/2026

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and work-based retirement plans after you reach age 73 (75 for those who reach age 73 after December 31, 2032;....

05/29/2026

A Section 457(b) plan is a type of nonqualified deferred compensation plan that certain governmental and tax-exempt organizations can establish for their employees. Like other deferred compensation plans, the purpose of a Section 457(b) plan is to encourage employees to set aside funds for their ret...

05/28/2026

You may be able to claim a tax credit for expenses you paid to adopt a child. In 2026, you can claim an adoption tax credit of up to $17,670 (up from $17,280 in 2025) of qualified adoption expenses per eligible child (including a child with special needs). Use IRS Form 8839 to claim the credit.

05/28/2026

Have you considered adding dividends to your portfolio?

05/27/2026

The AMT is essentially a separate federal income tax system with its own tax rates.

05/27/2026

A charitable gift is a contribution of cash or property to, or for the use of, a qualified charity. A gift is "for the use of" an organization when it's held in a legally enforceable trust for the qualified organization or in a similar legal arrangement. Americans give billions of dollars to chariti...

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