News & Insights
IRS Issues Final Regulations on Inherited IRAs
July 30th, 2024
|
Financial & Retirement Planning |
High Net Worth |
Succession Planning |
Tax |
Wealth Management
The IRS has published new regulations relevant to taxpayers subject to the “10-year rule” for required minimum distributions (RMDs) from inherited IRAs or other defined contribution plans. The final regs, […]
READ MORE
Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
July 17th, 2024
|
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 […]
READ MORE
Common Estate Planning Mistakes
July 10th, 2024
|
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 […]
READ MORE
Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
June 24th, 2024
|
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, […]
READ MORE
SECURE 2.0: Which Provisions Went Into Effect in 2024?
June 20th, 2024
|
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 […]