When we talk about estate planning in 2021 and beyond, what are we doing with our wealth and investing if tax rates start going up? How has technology changed the estate planning process? Should you sell a business or change your succession plan in light of potential legal changes coming from D.C.? Estate planning is a complex area that needs to be reviewed over time. Laws can … [Read more...] about Drivers That May Impact Your Estate Planning In 2021 And Beyond
Roth IRA
After-tax Contributions to a 401(k)
By S. Joseph DiSalvo, ChFC and Marie L. Madarasz, AIFIf you are interested in creating and growing a stream of tax-free income in retirement, don’t overlook after-tax contributions in your company’s retirement plan. For employees who participate in their employer’s 401(k), there may be more impactful options and saving choices available to you beyond investment choices. What we … [Read more...] about After-tax Contributions to a 401(k)
You can generate tax-free income in retirement. Here are some options
Sam Edwards | Getty ImagesWhen it comes to planning for retirement, it's important to consider how taxes could gnaw away at your nest egg once you reach your golden years.Assuming you've left work earnings behind you, any amount owed to the IRS will come out of your retirement savings or income. So the more strategies you can put in place to minimize or eliminate your tax bill, … [Read more...] about You can generate tax-free income in retirement. Here are some options
10 Best Roth IRA Stocks Hedge Funds are Buying
In this article, we discuss the 10 best Roth IRA stocks hedge funds are buying. If you want to skip our detailed analysis of these stocks, go directly to the 5 Best Roth IRA Stocks Hedge Funds are Buying.Roth IRA accounts have been making headlines across the finance world over the past few weeks after non-profit news platform ProPublica released a report detailing how … [Read more...] about 10 Best Roth IRA Stocks Hedge Funds are Buying
5 Best Roth IRA Stocks Hedge Funds are Buying
In this article, we discuss the 5 best Roth IRA stocks hedge funds are buying. If you want to read our detailed analysis of these stocks, go directly to the 10 Best Roth IRA Stocks Hedge Funds are Buying. 5. The Walt Disney Company (NYSE: DIS) Number of Hedge Fund Holders: 134 The Walt Disney Company (NYSE: DIS) is a California-based mass media and entertainment firm. It is … [Read more...] about 5 Best Roth IRA Stocks Hedge Funds are Buying