WiserAdvisor

MARCH 19, 2024

Such growth can translate into substantial returns on investment, making these markets attractive for wealth accumulation. Real estate also acts as an effective hedge against inflation in this regard, as property values and rental income typically increase in tandem with rising prices.

Investing 45

Investing Investments Financial Advisor Taxes 45

Zajac Group

APRIL 23, 2025

Contribute assets : When you contribute appreciated stock in-kind to a CRT, the transfer is not treated as a sale, and therefore not a taxable event. If your estate is close to or currently exceeds the federal estate tax exemption limit (or state exemption limits, if applicable), a CRT can also help reduce potential estate tax liability.

Distribution 52

Distribution Taxes Assets Tax Planning 52

Fortune Financial

JULY 28, 2022

The analysis of how much, if any, of the employer securities within a retirement plan to elect NUA treatment is a unique decision based on three things: projected annual retirement needs, projected future marginal tax rates and estate planning considerations. Watch to Learn More About General Rules Surrounding NUA.

Taxes 98

Taxes Planning Retirement Planning Distribution 98

Zajac Group

MARCH 11, 2025

In addition to mitigating concentration risk and potentially deferring tax recognition, an exchange fund can also be a useful tool for estate planning. In fact, you may be able to sell some shares at a loss and some at a gain, netting the two for minimal tax impact upon a sale.

Taxes 52

Taxes Portfolio Investing Investments 52

Brown Advisory

NOVEMBER 19, 2020

This may include outlining important values, philanthropic goals, next-generation education, wealth transfer planning, and sustainable and impact investing objectives. Revisit estate planning and charitable structures. A full year-end planning conversation would not be complete without a review of risk management plans.

Planning 52

Planning Taxes Clients Assets 52