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Suncrest Advisors

Suncrest Advisors

Financial Advisors in Salt Lake City, UT

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    • Boyce F. Lowery
    • Kent W. Binning
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Exit Strategies for Business Owners: Internal Sales

By Boyce F. Lowery, CLU, ChFC If you’re a business owner approaching retirement—whether you’re 10 to 15 years away, 5 years away, or even

How Much Do You Need to Retire?

By Boyce F. Lowery, CLU, ChFC Trying to figure out how much you need to retire comfortably is one of the hardest parts of retirement planning

Coming in the Back Door (Backdoor Roth IRAs, Explained)

By Boyce F. Lowery, CLU, ChFC If you’ve spent any time researching retirement accounts, you’ve probably come across the very popular Roth IRA.

What is a Special Needs Trust? Should You Create One?

By Boyce F. Lowery, CLU, ChFC Being a parent is one of the greatest joys in life—but it’s also one of the most challenging aspects of life as well.

URGENT – PROCRASTINATION WILL BE VERY COSTLY

By Boyce F. Lowery, CLU, ChFC With the very likely tax changes coming soon, an increasing number of people heretofore unaffected by estate taxes

Who Qualifies for First-Draw PPP Money Today? Have You Applied for the Employee Retention Credit? More Free Money May Be Yours

By Boyce F. Lowery, CLU, ChFC Two things to know about the Paycheck Protection Program (PPP) first draw enacted on December 27, 2020:  The

What We Do and How We Can Help

By Boyce F. Lowery, CLU, ChFC Most people don’t know this about me, but my father was a life insurance agent most of his working life. My identical

Many Business Owners Must Now Comply With the New Corporate Transparency Act

By Boyce F. Lowery, CLU, ChFC Buried in the 1,480 pages of this year’s national defense bill is legislation that slaps new rules and regulations on

Give Away Your Cake and Eat it Too

By Boyce F. Lowery, CLU, ChFC “You can't have your cake and eat it (too)” is a popular English idiomatic proverb or figure of speech. The proverb

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Disclosures

Please review our Privacy Policy.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Kent Binning is a Registered Investment Advisor with and advisory services are offered through TownSquare Capital, LLC, an SEC Registered Investment Advisor.

The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. TownSquare is not affiliated with any other named entity.

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