Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning ajackson Thu, 08/01/2019 - 14:51 Legacy planning is all about transferring wealth to descendants as efficiently as possible. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Legacy planning is all about transferring wealth to descendants as efficiently as possible. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer. Background. level in place before 2017’s tax overhaul.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

NOVEMBER 19, 2020

The process starts with evaluating current financial circumstances and accounting for potential changes to income, portfolio performance and composition, and spending habits over time (inclusive of large funding goals for items such as retirement, second homes and large gifts to family or to charity).

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

DECEMBER 1, 2023

For those families just embarking on a planning journey, we generally advise them to start with a small set of “boundary-setting” financial decisions, such as how much to set aside each year for retirement accounts, education funds and/or charitable contributions. Adjusted for inflation, a married couple currently may give away up to $25.84

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Planning Strategic Planning Taxes Clients 52