Private Wealth Management
Converting a traditional IRA or another qualified retirement plan to a Roth IRA can be a powerful wealth-transfer tool under the right circumstances. Knowing and quantifying the “right circumstances,” however, can be a daunting task.
In this paper, we will look at how a Roth conversion works and identify the factors that need to be considered when deciding whether converting to a Roth makes sense for you.
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A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
Read moreUsing charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.
Read moreBuilding a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.
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