Executive Summary Introduction The 1031 exchange strategy is a powerful tool for real estate investors to maximize their returns and defer capital gains tax. By
Introduction Life Insurance and Annuity policy owners must explore various options to optimize their financial plans and goals in today’s ever-changing economic landscape. One such
Managing your life savings is no easy project. Mistakes and large losses can move you farther away from your goals. So, hiring the right professionals matters. Learn about the CFA® advantage and how hiring a CFA® Charterholder vs. CFP® Certificant (or ideally, both)…
Irrevocable Life Insurance Trusts (ILIT) have been in use for decades as a strategy to lower estate taxes. However, since the Tax Cuts and Jobs Act of 2017 doubled the estate tax exemption (currently $12.92 million per person), these tools have fallen out of favor since fewer…
Navigating the world of investments is complex, partly because of the extensive choices available to investors today. Bonds tend to often cause even more confusion. That’s no surprise since most people understand stocks but not necessarily the realm of debt and yields…
Discover how an IRA and self-directed 401(k) plans can increase your investment options, which can be an ideal formula for increasing wealth.
Learn how to maximize your wealth and reduce your taxable estate with a spousal lifetime access trust (SLAT) in this comprehensive guide.
Discover Charlotte’s best wealth management for financial growth. Maximize your money with expert insights for optimal financial planning success.
Financial planning in today’s uncertain world can seem daunting. Find out if $2 million is enough to retire or if you’ll need more for a comfortable retirement.
Discover how high net worth individuals can maximize their Social Security benefits through effective claiming strategies and optimization techniques.
When you’re looking for financial planning in Charlotte, NC, you face a dizzying array of choices. You’re wise to be researching the topic. That’s because it is critical to choose the right partner to help you navigate the complex world of wealth management.
Considering converting your traditional IRA to a Roth after 60? Learn about the implications and find out if it could be the right move for you.
