All Wealth Planning Content

Is Your Advisor Putting Your Best Interest First?

Jeffrey C. Wolken |
Wealth Planning
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Understanding the importance of working with a fiduciary.  Fiduciaries are responsible for acting in the best interest of the individuals they serve, and are entrusted with a high standard of care. A corporate fiduciary provides experience and objectivity needed to manage family trusts for the long term.Establishing a trusted relationship with an experienced fiduciary is critical to helping you preserve and protect your wealth for generations to come.

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Retirement Saving Strategies for Corporate Executives

Peggy Moran, CFP®, CAP®, ChFC® |
Wealth Planning
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Explore how a ‘backdoor’ Roth IRA or Health Savings Account may help you save more for retirement. If your income is too high to make direct Roth IRA contributions, converting a traditional IRA to a Roth may be a viable option.Health Savings Accounts may offer a tax saving opportunity, as contributions are tax deductible and withdrawals are tax free if used for qualified medical expenses.

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New York: Top 10 Developments, Lessons, and Reminders of 2018

Sharon L. Klein |
Wealth Planning
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Learn about legislative developments in 2018 for the state of New York, including an overview of new legislation, important regulatory guidance, and instructive case law, including:Prenuptial agreements must be acknowledged.New York decouples from federal income tax changes regarding alimony, miscellaneous itemized deductions, and 529 Plan withdrawals for K-12th grade.

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