Nerd's Eye View
SEPTEMBER 28, 2022
Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. My guest on today's podcast is Joe Duran.
Yardley Wealth Management
MARCH 1, 2022
You receive an executive compensation package. Ditto for those executive compensation benefits.) Consider redirecting their 529 savings to a different beneficiary, or withdrawing the assets and paying tax + 10% penalty (which may not be so bad if the assets grew tax-free for years). You sell a business.
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Yardley Wealth Management
MARCH 1, 2022
You receive an executive compensation package. Ditto for those executive compensation benefits.) Consider redirecting their 529 savings to a different beneficiary, or withdrawing the assets and paying tax + 10% penalty (which may not be so bad if the assets grew tax-free for years). .
Sara Grillo
JUNE 7, 2024
Take these actions TODAY: Write articles and be ready to discuss, at length, topics like these: Estate planning for complex family situations (divorce/remarriage/blended family) Family communication in a family business 1031 Exchanges Family Foundations Creating a Board of Directors for your business Direct lending for your business Managing cross (..)
Walkner Condon Financial Advisors
MAY 12, 2023
We are very familiar with the Schwab platform, as about half of our assets are already there. All clients on the TD Ameritrade platform will be transitioned over to Schwab on Labor Day weekend of this year. We expect very limited disruption for our clients. We encourage them also to download their mobile app.
Walkner Condon Financial Advisors
JULY 27, 2023
We are very familiar with the Schwab platform, as about half of our assets are already there. All clients on the TD Ameritrade platform will be transitioned over to Schwab on Labor Day weekend of this year. We expect very limited disruption for our clients. We encourage them also to download their mobile app.
Brown Advisory
NOVEMBER 5, 2021
This is particularly important for clients planning to sell a business, who have deferred executive compensation, are contemplating income tax planning opportunities such as a ROTH IRA conversion or have large estates. Is it considered a “family legacy” asset to be retained for many generations?
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