Private Wealth Management
Prior to the passing of a provision within SECURE Act 2.0, a 529 plan beneficiary who had leftover funds (i.e., the beneficiary did not use all funds for qualified education expenses) had limited withdrawal options. With the new regulations, 529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.
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Using 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.
Read moreConversations with the next generation about philanthropy shouldn’t be a one-way street. It’s important to encourage your children and grandchildren to ask questions, get involved, and express their own ideas about what philanthropy means to them.
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