News & Insights
Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
July 17th, 2024
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Financial & Retirement Planning |
High Net Worth |
Wealth Management
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making […]
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Common Estate Planning Mistakes
July 10th, 2024
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Estate Planning |
Financial & Retirement Planning |
Wealth Management
By: Devan Alexander and Jen Danko Having a solid estate plan in place before an unthinkable crisis is the best way to ensure your legacy is preserved and your wishes […]
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SECURE 2.0: Which Provisions Went Into Effect in 2024?
June 20th, 2024
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Financial & Retirement Planning |
High Net Worth |
Wealth Management
The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement plan and tax laws. Many of […]
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Watch Out for IRD “Income in Respect of a Decedent” Issues When Receiving an Inheritance
April 29th, 2024
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Estate Planning |
Financial & Retirement Planning |
Succession Planning |
Wealth Management
Most people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But in some cases, it may turn out to be too good to be true. While […]
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Don’t Have a Tax-Favored Retirement Plan? Set One Up Now
April 18th, 2024
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Financial & Retirement Planning |
Wealth Management
If your business doesn’t already have a retirement plan, it might be a good time to take the plunge. Current retirement plan rules allow for significant tax-deductible contributions. For example, […]