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Wealth Planning Wealth & Lifestyle Grow

What is Wealth Planning? – Transitioning Wealth and Estate Tax Planning

4 minute read

We understand the significance of the recent changes to estate and gift tax exemption amounts. Thanks to the 2017 Tax Cuts and Jobs Act (TCJA), these amounts were doubled, providing potential opportunities for individuals and married couples to minimize their estate tax liabilities. Given these time-sensitive changes, it is essential to have a flexible estate tax plan that can adapt to evolving laws.

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Investment Commentary Investments & Economy Grow

Turning the Page: A New Chapter in the Economy

| 1/18/24 9:38 AM
11 minute read

2023 was supposed to be the year of a likely recession.  That did not happen.  In fact, the U.S. economy proved remarkably resilient and global stock and bond markets were able to shake off a host of uncertainties to post strong gains for the year; unlike 2022, when virtually every asset had negative returns.

What a difference a year makes.  The 4th quarter was aided by a powerful year-end rally as U.S. stocks (S&P 500) jumped nearly..

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Wealth Planning Wealth & Lifestyle Grow

What is Wealth Planning? – Roth Conversions and Minimizing Income Taxes

Preserving and Transitioning Your Wealth – Most Common Wealth Planning Concerns and Strategies

One of the most common planning questions we get asked, especially from clients with sizable IRAs or pre-tax retirement accounts, is whether they should convert some of those amounts to a Roth IRA. Since such conversions would require paying income taxes on the amount converted, the question is whether doing such a conversion makes any sense. Given..

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