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Relatable Finance Podcast Episode 154: Market Volatility and Setting Expectations

Posted September 10, 2024

In this episode, the Relatable Finance guys talk about recent stock market volatility, offering insights and reminders on what to expect during periods of market instability. They explore the importance of setting realistic long-term goals and how to navigate market fluctuations to achieve investment success. Tune in to understand how to stay on course during […]

Mega Backdoor Roths Can Turbo-Charge Retirement Savings By Sean Deviney, CFP®*

Posted June 6, 2024

Individuals looking to boost their retirement savings beyond the traditional limits of workplace 401(k) and 403(b) plans may be able to do so with a mega backdoor Roth. This strategy may provide a workaround to the income and contribution limits of Roth IRAs while allowing high-net-worth individuals to benefit from tax-free distributions in retirement. For […]

Relatable Finance Podcast Episode 144: Am I Dreaming or did I Buy a $20 Cheeseburger?

Posted April 8, 2024

In this episode, join the South Florida relatable finance guys as they tackle the ever-relevant topic of inflation, but with a twist – exploring its impact through the prism of changing lifestyles and the journey of growing up. The discussion delves into the dual perspectives of rising costs and the effect on earnings, providing personal […]

4 Strategies to Apply During Life to Reduce Estate Taxes After Death By Eric P. Zeitlin

Posted April 3, 2024

Ultra-high-net-worth individuals with estates valued above the $13.61 million estate-tax lifetime-exclusion amount in 2024 (or $27.22 million for married couples filing joint tax returns) have several opportunities to reduce their estate tax liabilities at death while preserving wealth for future generations while they are alive. Give Multiple Gifts During Life. Making annual exclusion gifts enables […]

Are You Prepared for Sunsetting Tax Provisions? By Sean Deviney, CFP®*

Posted January 11, 2024

Many of the provisions contained in the current tax law are set to expire on Dec. 31, 2025, signaling an immediate need for individuals to reassess their existing estate plans to maintain long-term tax efficiency. Failure to engage in planning now can result in potentially higher taxes on income and long-term capital gains and undue […]

IRS Announces Retirement Savings Plan Contribution Limits for 2024 By Danielle Keyes

Posted December 27, 2023

The IRS released its 2024 cost-of-living adjustments for retirement savers. Among the highlights are higher annual contribution limits to qualifying plans and higher income limits for individuals to make deductible contributions to traditional Individual Retirement Arrangements (IRAs) or make a taxable contribution to a Roth IRA. Employer-Sponsored Retirement Plans For 2024, the maximum contribution employees […]

Provenance Wealth Advisors Launches PWA Securities, LLC

Posted October 16, 2023

FT. LAUDERDALE, FL, October 16, 2023 – Provenance Wealth Advisors launches PWA Securities, LLC in its latest evolution to provide clients a more progressive broker dealer with a wider range of financial opportunities. PWA Securities, LLC will enable the firm’s advisors and estate planners to tap a broader array of investment vehicles and opportunities to […]

IRS Clarifies SECURE Act Rules for Withdrawals from Inherited IRAs By Sean Deviney, CFP®*

Posted August 25, 2022

The SECURE Act signed into law at the end of 2019 brought new restrictions to non-spouse beneficiaries of inherited individual retirement accounts (IRAs), requiring them to empty those accounts within 10 years of the original owner’s death and pay the taxes due. Not only was the new law bad news for beneficiaries who were previously […]

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