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    • Wealth Management Update - June 2024 | JD Supra

      JD Supra· 4 days ago

      The June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.60%, an increase from the May rate of 5.40%. Senators Ron Wyden (D, Oregon) and Angus ...

    • What Is A Roth IRA and How Does It Work?

      What Is A Roth IRA and How Does It Work?

      GoBankingRates via AOL· 3 days ago

      A Roth IRA is a qualified individual retirement account that allows you to grow investments tax-free. You contribute money you've already paid taxes on.