How to Create a Succession Plan for Your Portfolio
February 2, 2018 -Follow these key steps for a smooth transition.
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Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.
Follow these key steps for a smooth transition.
Scaling back appreciated equity positions can do more for you than reduce risk.
Final provisions of the 2017 tax reform bill and their impact on individual investors and business owners.
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
The key going forward is to learn from past behaviors and avoid repeating previous mistakes.
We remain committed to a long-term perspective.
HSA-owning retirees need to think about asset allocation, sequence of withdrawals, and beneficiary designations.
The longer the holding period, the greater the benefits of making these contributions.
Required minimum distributions, mutual fund capital gains distributions, charitable giving, and more.
Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.
Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets.
‘Estate planning’ evokes complexity and high costs. What you need to know to get it done.
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
Where you go for required minimum distributions will usually have a bigger impact than when you go.
The withdrawal rate from a portfolio can make or break a retirement plan.
Carefully evaluate planning strategies that can help mitigate retirement healthcare costs
Tips on withdrawal sequencing, maximizing your deductions, and more
A combination of incremental, not revolutionary, changes can help bridge the gap.
Americans need better access to retirement plans, help with the drawdown phase.
They can be illiquid and higher risk, but they can provide diversification and additional growth opportunities, too.
