AdvicePeriod, Author at AdvicePeriod

Retirement Planning

Medicare Open Enrollment: What You Need to Know

Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from original Medicare to Medicare Advantage, or vice versa, now is your…

AdvicePeriodNovember 18, 2024

Monthly Market Commentary

November 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Rising Yields, Strong Growth Consumer and Government Spending Bolster Growth…

AdvicePeriodNovember 7, 2024

Retirement Planning

The Dec. 31 Deadline for RMDs: What You Need to Know

With the end of the year approaching, it's time to make sure you’ve taken, or have a plan to take, required minimum distributions (RMDs) from your retirement accounts. As a…

AdvicePeriodOctober 16, 2024

Estate Planning

SLATs: A Marriage of Tax Benefits and Flexibility

An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets from lawsuits and control how and when family wealth is distributed…

AdvicePeriodOctober 16, 2024

Monthly Market Commentary

October 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team The Fed Pivot The Fed cuts by 50 basis points…

AdvicePeriodOctober 8, 2024

Charitable Giving

Charitable Giving Strategies: Preserving Wealth While Making a Difference

Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority. Additionally, they are looking to reduce both income and estate taxes…

AdvicePeriodSeptember 16, 2024

Estate Planning

GRATs: Understanding a Popular Estate Planning Strategy

For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,610,000 per individual for 20241) is subject to a hefty federal estate tax…

AdvicePeriodSeptember 16, 2024

Monthly Market Commentary

September 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Real Estate Getting a Boost From Lower Rates Broad market…

AdvicePeriodSeptember 9, 2024

Estate Planning

IDGTs: A Versatile Estate Planning Tool

Irrevocable trusts are great tools for estate planning. They can help grantors reduce the size of their taxable estate, protect assets from creditors and lawsuits and control when and how…

AdvicePeriodAugust 20, 2024

Estate Planning

The Importance of Estate Planning for Business Owners

Estate planning is crucial for individuals: It can help ensure their assets are distributed according to their wishes, that tax burdens for heirs are minimized, that dependents are cared for…

AdvicePeriodAugust 20, 2024

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AdvicePeriod

Medicare Open Enrollment: What You Need to Know

November 2024 Market Commentary

The Dec. 31 Deadline for RMDs: What You Need to Know

SLATs: A Marriage of Tax Benefits and Flexibility

October 2024 Market Commentary

Charitable Giving Strategies: Preserving Wealth While Making a Difference

GRATs: Understanding a Popular Estate Planning Strategy

September 2024 Market Commentary

IDGTs: A Versatile Estate Planning Tool

The Importance of Estate Planning for Business Owners

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