Tag: income taxes

A Few Key Lessons to Learn From Wealth Managers

Guidance about investing and the accumulation of assets is only the beginning of genuine financial planning—a fact that has already been embraced by forward-thinking wealth managers.

Inheritance Pathways Exist to Replace Stretch IRAs

The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.