Tag Archives: wealth preservation.
Social Security and Supplement Security Income (SSI) benefits will rise 2.5 percent for nearly 73 million Americans in 2025. This annual cost-of-living adjustment (COLA) translates to an average of $50 in additional monthly benefits. The annual COLA is tied to the Consumer Price Index (CPI), as determined by the Department of Labor’s Bureau of Labor […]
It is no secret that taxes can take a big bite out of investment returns. Consequently, it is essential to thoroughly analyze the short- and long-term tax implications of your investment decisions with an eye toward achieving tax alpha, or the added value that comes from implementing strategies that effectively reduce tax burdens on portfolio […]
The equity markets provide investors with opportunities to build wealth, but not without risks. Before putting any money into the public markets or any investment vehicles, you should take the time to consider your long-term goals, risk tolerance and time horizon. When these factors are accounted for in a well-thought-out strategy, you may be better prepared […]
Swap powers within intentionally defective grantor trusts (IDGTs) are critical estate planning tools that may help you improve tax efficiency today while allowing you to preserve wealth for future generations. An IDGT is an irrevocable trust that you, the grantor, can create during life to pass assets and wealth to your named beneficiaries outside your […]