Blog
Trusteed IRA: Where retirement and estate planning meet
ESTATE & GIVING Prepare for your retirement, your estate and the unexpected. Retirement assets totaled $35.7 trillion at the end of September 2023. Of those total assets, $12.6 trillion were in IRAs. IRAs play an important role in retirement, and if yours has a large balance or if it constitutes a considerable portion of […]
Foster financial literacy and family values
FAMILY & LIFESTYLE The two go hand in hand when preparing your heirs. Timing discussions around money while clearly communicating your financial values with heirs can be tricky. You may already be asking yourself: How will I help them understand this is more about passing on a legacy than money? What financial knowledge and […]
Charitably minded investors can satisfy RMDs with QCDs
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding it could be, both personally and charitably, to help others while you’re […]
High quality
MARKETS & INVESTING January 29, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. For many investors, fixed income investments have a primary objective of preserving wealth. The known characteristics of owning individual bonds are a major reason for this: known income, known cash flow, known redemption date, known […]