August 2022 – Ballast Advisors

Did you inherit an IRA? What you need to know about new IRS rules for your financial plan

Did you inherit an IRA? What you need to know about new IRS rules for your financial plan If you recently inherited an IRA or stand to, this is for you. The complexities of an inherited IRA (or individual retirement account) is a hot topic right now among financial planners, estate attorneys and tax professionals. … Read more

IRS Releases 2023 Key Numbers for Health Savings Accounts

The IRS has released the 2023 key tax numbers for health savings accounts (HSAs) and high-deductible health plans (HDHPs). The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). An HSA is a tax-advantaged account that’s … Read more

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Contact Information

Ballast Advisors

Email: [email protected]

Fax Number: 651.200.3119

Locations

Ballast Advisors – Woodbury
683 Bielenberg Dr., Suite 208
Woodbury, MN 55125-1705
Tel: 651.478.4644

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Ballast Advisors – St. Paul Area
2550 University Avenue West
Suite 314-N
St. Paul, MN 55114
Tel: 651.200.3100

Ballast Advisors – Punta Gorda
223 Taylor Street., Suite 1214
Punta Gorda, FL 33950
Tel: 941.621.4015

“Ballast Advisors, LLC (“Ballast” or the “Firm”) is a federally registered investment adviser with offices in Minnesota and Florida. Registration does not imply a certain level of skill or training. Ballast and its representatives are in compliance with the current registration and notice filing requirements imposed upon federally registered investment advisers by those states in which Ballast has clients. Ballast may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. This material is limited to the dissemination of general information regarding the Firm’s investment advisory services. Accordingly, nothing herein should be construed by any client or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. Any subsequent direct communication from Ballast with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Ballast, please refer to the Investment Adviser Public Disclosure website, operated by the U.S. Securities and Exchange Commission, atwww.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV disclosure documents.

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