All Wealth Planning Content

Retirement Saving Strategies for Corporate Executives

Wilmington Trust |
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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Trust Solutions for Specific Needs

Wilmington Trust |
Wealth Planning

Learn about some of the different types of trusts available through this informative matrix. A trust provides a flexible and advantageous way for you to leave your assets to future generations while reaping certain present benefits.Different types of trusts suit different needs, and what’s best for you will depend on your specific circumstances and what you hope to achieve through the establishment of the trust.

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