It’s no secret that the stock market is up this year for the 3rd year in a row. Every year we examine portfolios in non-retirement brokerage accounts that may
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Case Study: Strategic Roth Conversion for a Couple in Their 40s.
Goal: Retire at age 60-62 with an after-tax income of
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New York’s estate tax rules catch many families off guard. Unlike the federal exemption, over $13 million per person, the New York State exemption is roughly $7
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The "Sandwich Generation" refers to adults who are simultaneously caring for aging parents while supporting their own children—often balancing career
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Avoid unnecessary taxes and penalties on withdrawals
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We want to share a quick story that highlights how cybersecurity threats are becoming more common — and more personal — for individuals managing significant
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High-earning professionals such as doctors, lawyers, business owners, and corporate executives often face unique financial challenges despite their substantial
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This case study aims to provide a clear understanding of the tax implications of inheriting each asset type, including distribution rules, the lifetime
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This case highlights the necessity of conducting annual financial reviews with a financial advisor to ensure that financial strategies align with changing
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The SECURE Act altered the rules surrounding inherited IRAs, particularly concerning the "stretch IRA" strategy, which allowed beneficiaries to take required
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It's Not How Much You Make, But How Much You Keep
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Believe it or not, one of the things that we rarely get asked is how we manage portfolios.
I’m not exactly sure why that isn’t a popular topic of conversation
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