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Wealth Management Update - June 2024 | JD Supra
JD Supra· 24 hours agoThe 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 ...
8 Financial Moves Singles In Their 30s Should Be Making
Forbes· 1 day agoOnce you hit your 30s, you and your friends may be falling into very different circles. If you’re a...
The Corporate Transparency Act: Overview and Estate-Planning Considerations | JD Supra
JD Supra· 5 days agoThe new Corporate Transparency Act (CTA) was enacted to prevent and combat the illegal use of shell companies to launder funds, evade taxes, and commit other financial crimes. To accomplish ...
A Backdoor Roth and 2 More Ways to Save on Taxes
Barrons.com· 5 days agoPreserving generational wealth can be a complex endeavor and a big reason is that the wealthy often have multiple income streams. A proactive stance on...
I'm Thinking of Using a Financial Advisor. How Much Would It Cost?
SmartAsset via AOL· 2 days agoAs published recently in their annual report by the financial blog, Kitces, pricing in finance is dominated by one model above all others: Assets Under Management (AUM). This is a fee structure ...
I’m 86 with $1.5 million in mutual funds. Could it make sense for me to do a Roth conversion? Who...
Market Watch· 4 days agoAnswer: When you do a Roth conversion, you transfer retirement assets from a traditional IRA or...
Morgan Stanley: AI Helps Financial Advisors Save Time, Anticipate Needs
PYMNTS.com· 4 days agoThe ability of artificial intelligence to transcribe conversations and categorize them by topic can...
How This Former Greeting Card Mogul Developed A Remote Golf Paradise
Forbes· 3 days agoAs Mike Keiser walks his new 19-hole par-3 course on a cloudy Oregon day, he’s ready to declare it...
At home with Marni Jameson: If keepsakes could talk ─ A new way to save old things and cut clutter
The Times of Northwest Indiana· 6 days agoToday’s story begins in a crowded marketplace in New Delhi, India, in the mid-sixties. Martha...
Oxford Harriman Adds Bill Bolas as Senior Managing Director & Partner in their Westlake, Ohio Office
Digital Journal· 1 day agoBolas Moves his Practice to Wells Fargo Advisors Financial Network CLEVELAND, OH / ACCESSWIRE / June 13, 2024 / Oxford Harriman & Company is excited to have announced that Bill Bolas has joined the private wealth management practice as a Senior