SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans
While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to…
Read MoreWayne Zell discusses the implications of using a robo advisor to develop an investment plan
Please check out this article in Financial Advisor IQ, where Wayne Zell is quoted on the challenges and opportunities facing consumers and financial advisers when using robo advisers.
Read MoreNew IRS Rules Expected Restricting Valuation Discounts
For a recent, relevant summary of the anticipated IRS regulations restricting the ability to use valuation discounts, please see this August 7th New York Times article.
Read MoreInherited IRA’s Not as Protected as Other Retirement Benefits
Adapted from the original article published in The Wealth Counselor on July 1, 2014 In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme…
Read MoreMaryland to Increase Estate Tax Exemption
On March 20, the Maryland Senate voted to increase the lifetime estate tax exemption from $1 million per person gradually to match the federal exemption ($5.34 million in 2014). This…
Read MoreShort-term GRATs Provide Long-term Relief
“What’s a GRAT?”, you may ask. A grantor retained annuity trust, or GRAT for short, is a popular estate planning tool that assists in sheltering appreciating assets from the burdens…
Read MoreWayne Zell to Speak at HighTower and Carr Workplaces This Week
On April 11, 2013, Wayne will be a keynote speaker at HighTower's 1st Annual Family Wealth Conference, originated by the Pagnato-Karp Group. He will be covering the changes in tax…
Read MoreSequestration – What is it and Who is Affected?
With the specter of spending cuts looming imminently, many of my clients have been inquiring as to the origins and effects of this mysterious phenomenon known as "sequestration". You also…
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