In our most recent Wealth Management Insights publication, Samantha Pahlow, CTFA, AWMA, provided a primer on considerations when naming minors beneficiaries of retirement and other financial accounts.
2024 Required Minimum Distributions for IRA Beneficiaries Waived Again by IRS
Tyler Conroy, CFP®, writes about the IRS waiving required minimum distributions in 2024 and shares a resource for individuals for whom this may apply.
Planning for a Successful Tax Filing
Taxes … just the word alone increases blood pressure and elicits a fight-or-flight response. As such, most people outsource their tax preparation. Whether you manage your taxes or outsource the task, there is still a good amount of work we are all responsible for.
Wealth Management Insights Video: Understanding the Impact of Ownership and Beneficiary Designations
In the second quarter 2022 Wealth Management Insights video, Mary Lago, CFP®, CTFA, discusses the importance of account ownership and beneficiary designations when planning wealth transitions.
Second Quarter 2022 Wealth Management Insights Publication
Second quarter 2022 issue of Wealth Management Insights publication titled, “Understanding the Impact of Ownership and Beneficiary Designations.”
Third Quarter 2021 Wealth Management Insights Publication
Wealth Management Insights Third Quarter 2021: Protecting Your Assets and the Evolving Retirement Rulebook