Accomplish your philanthropic goals
Set up a charitable remainder trust A charitable remainder trust is a legal arrangement that involves donating assets to an irrevocable trust to benefit charity, while allowing you (or other beneficiaries you name) to receive annual income for life or for a designated...
To convert or not to convert?
Rolling a 401(k) into a Roth IRA Rolling your 401(k) into a Roth IRA can be a strategic move for certain clients to optimize their retirement savings, but it requires a consultation with your financial advisor and your tax advisor to ensure you understand the tax...
Your key to financial security
Long-term investment planning Building wealth is a marathon, not a sprint. While the allure of get-rich-quick schemes may be tempting, true financial security comes from a well-defined, long-term investment plan. This plan takes advantage of the power of time and...