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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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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by First Foundation Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. First Foundation Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the First Foundation Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: First Foundation Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Foundation Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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