March 25, 2020—Tony is joined by Wilmington Trust’s Chief Planning Officer Don DiCarlo, who shares his insights on several wealth planning opportunities that can be particularly beneficial during the current market environment. Together, they discuss strategies to utilize the high federal tax exemption before it’s set to expire in 2026, or potentially sooner; gifting depreciating assets to different trust structures; converting a traditional IRA to a Roth IRA; and tax loss harvesting.
In managing an investment portfolio aimed at both preserving and growing wealth, it’s critical to periodically revisit the various forces that could present a threat to those goals. We look at the risk of losing your money. Then we explore the risk of outlasting your money. Followed by a discussion of the risk of diluting your money.Assuming a 2.