Wealth management

Insights and perspectives on financial planning and wealth management topics.

Wealth management

Although this letter is not a formal estate planning document, it can be vital for maintaining family harmony and sustaining family wealth over time. Help your clients leave clear wishes during a time of chaos and create a legacy of clarity, calm, and control.
Wealth management

This quick reference guide is a great resource for 2024 planning discussions with clients, summarizing tax deductions, tax credits, and contributions to retirement plans found in various federal tax publications and websites. Use this guide to quickly find important information for tax planning with your clients.
Wealth management

A disciplined, annual approach to Roth conversions can increase balances in tax-free savings vehicles and reduce taxes over the long term. Learn how your clients may benefit from moving assets to a Roth over multiple years.

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Wealth management

While a single company stock may have been successful when building wealth, keeping that concentrated exposure when working to preserve or use wealth can be more risky for your clients. Learn more about how you can help your clients lessen the risks associated with a concentrated stock portfolio.
Wealth management

Learn more about intrafamily loans and why they can be attractive alternatives to traditional gifting for ultra-high-net worth families wishing to help younger generations make a purchase or invest for the future.
Wealth management

A securities-based line of credit (SBLOC) can be a powerful and flexible tool for your clients that are looking for short-term liquidity or strategic borrowing. Find out when this might a useful tool for your clients.
Wealth management

In the right situation, Roth conversions can be used to transfer wealth tax efficiently to the next generation. Learn how to determine if using Roth conversions for legacy planning may be right for your clients.
Wealth management

The Washington Supreme Court has ruled that a capital gains tax on the sale of certain assets is constitutional. Learn more about who is impacted and the types of securities that are affected.
Wealth management

Most investors have heard about risk tolerance, but when they need to withdraw from growth or savings to support a lifestyle liquidity shortfall, another factor to be mindful of is risk capacity. Learn more about how to determine risk capacity when constructing portfolios.
Wealth management

RMD rules and calculations can be confusing, and SECURE Act 2.0 didn’t simplify things. This quick reference guide can help you talk to your clients about timing of their first RMD, aggregation rules, calculating RMDs, and strategies to reduce RMDs.
Wealth management

Estate planning can be complex for high-net worth individuals and families. Know the facts and don’t let your clients be misled by common myths and misconceptions.
Wealth management

A disciplined, systemic approach of taking qualified distributions before RMDs kick in could help "smooth out" your clients’ taxable income in retirement and potentially reduce taxes owed over the long-term.

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