Giving Strategies for the Charitably-Minded Investor
Investors who also wish to be donors likely have more options for making tax-efficient donations to charity than they realize. This Navigator provides an overview of what assets to give and the existing alternatives for how to give them. Giving Strategies for the...
A Guide to Virtual Financial Advising and Robo-Advisors
What You Need to Know About Virtual Financial Advising and Robo-Advisors The COVID-19 pandemic led wealth management advisors to get creative. Lockdowns and stay-at-home orders forced many to look at ways to continue engaging and counseling their clients without being...
The SECURE Act Part 2: Inherited IRAs
If you are the owner or the recent inheritor of a large IRA, the SECURE Act is likely to have a material impact on you and/or your heirs. The SECURE Act made significant changes to the way heirs are required to withdraw funds from these accounts, which will likely...