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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Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
June 24th, 2024
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By Nate Whitson |
High Net Worth |
Wealth Management
When planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments, […]
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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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Timelines: 3 Ways Business Owners Should Look at Succession Planning
June 4th, 2024
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Consulting |
Strategic Planning |
Succession Planning |
Wealth Management
Business owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures […]