The Increasing Popularity of SLATs
June 9, 2021 -With the possibility of sharp decreases in federal estate and gift tax exclusion limits looming on the horizon, SLATs have drawn newfound interest.
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Insights and opinions on the markets, the economy, and what it means for investors.
With the possibility of sharp decreases in federal estate and gift tax exclusion limits looming on the horizon, SLATs have drawn newfound interest.
Who does not love dividends?
Here’s what investors should keep in mind and plan for in 2021 as President Biden and the post-Blue Wave Democratic majorities in the House and Senate plan a major individual and estate tax overhaul.
Calculating a customized inflation rate is better than using a blunt measure like CPI.
Striking the right balance between what is sustainable and what is livable is job one.
What looms on the horizon and how to prepare yourself.
The data are sobering about women’s retirement preparedness, but being pre-emptive can help stave off a shortfall.
The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.
Key financial priorities for investors in the peak earnings years of their 40s and 50s.
A lower starting withdrawal rate does not guarantee you will have to live on less.
Investing can be complicated, but common portfolio guidelines can be a good starting point.
Do not put off this important piece of the financial planning process.
What investors and business owners need to consider
Significant new COVID relief is now available for businesses.
