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Retirement & Longevity   How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected You may be lucky enough to experience the gift of longevity, as many of today’s retirees are expected to reach their 90th birthday and beyond. As you enjoy this exciting phase of […]

RETIREMENT & LONGEVITY   From withdrawals to conversions, taxes in retirement can be a balancing act. After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising insights. Examining your position can help you […]

TAX PLANNING   Now is a good time to review your estate and gifting plans. High-net-worth individuals and families who benefit from the historically high federal estate and gift tax exemption may soon see it reduced by half. Favorable increases in the estate and gift tax exemption created by the Tax Cuts and Jobs Act […]

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 […]