Data tokens on this page

Financial Solutions

Financial Solutions

SEARCH ALL ARTICLES

FOUR STRATEGIES FOR AN ORGANIZED TAX SEASON

Has tax season become a frustrating paper chase? These tactics can buy you some relief.

ARE ROTH OF TRADITIONAL IRA CONTRIBUTIONS BETTER?

May 03, 2025

Take the tax break at the time of contribution or save it for later? We discuss the considerations.

WILL PRO RATA RULES TRIP UP YOUR RETIREMENT PLAN?

February 27, 2025

Failing to understand these rules can force investors to pay more in taxes than they expected

WHAT IS THE DIFFERENCE BETWEEN MARGINAL AND EFFECTIVE TAX RATES?

January 30, 2025

All of the income you make is not taxed at one rate.

The Best Investments for Taxable Accounts

January 23, 2025

With some care, investors can build a tax-efficient portfolio that is diversified, too.

Privacy Policy

All approvals are subject to underwriting guidelines. Program rates, terms, and conditions are subject to change at any time.
Wintrust Mortgage is a division of Barrington Bank & Trust Company, N.A., a Wintrust Community Bank NMLS #449042
©Wintrust 2025 | All Rights Reserved
FDIC

Check the background of Wintrust Investments and our Financial Advisors on FINRA’s BrokerCheck. 

California Privacy Notice

Accessibility

People & Culture

LPL Financial Form CRS

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wintrust Financial Corporation and Wintrust Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wintrust Investments and may also be employees of Wintrust Financial Corporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wintrust Financial Corporation or Wintrust Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

© Wintrust Wealth Management. All rights reserved. | Sitemap