Wealthy individuals and families strongly desire to integrate philanthropy into their wealth strategies. Despite this, many financial professionals overlook charitable planning discussions and miss a major opportunity to deepen relationships and provide complete financial guidance.
Over the years, multiple bills were introduced to amend or repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). None have successfully passed both chambers of Congress—until now. In …
How does asset location mesh with tax management for a client’s portfolio? This case study takes a deeper look.