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Reversing a Roth IRA Conversion

Harness Wealth

The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned. The Tax Cuts and Jobs Act of 2017 eliminated recharacterization, transforming Roth conversions into permanent decisions requiring thorough analysis before execution.

Taxes 52
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2019 Year-End Planning Letter

Brown Advisory

This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Non-Taxable Gifts.

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Net Unrealized Appreciation (NUA):Maximizing Retirement Savings

Fortune Financial

The share of non-retirees who thought their retirement saving was on track was also below the shares who thought their saving was on track in 2017 through 2020.” Risk Management: Risk Management is a critical component of financial planning when it involves a significant position in employer stock within a client’s portfolio.

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Uniting Around a Legacy: Generational Wealth Transfer

Brown Advisory

Uniting Around a Legacy: Generational Wealth Transfer achen Mon, 02/13/2017 - 14:02 Young investors face a critical set of decision points in their early years of independence. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.

Clients 52
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Uniting Around a Legacy: Generational Wealth Transfer

Brown Advisory

Mon, 02/13/2017 - 14:02. We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

Clients 52
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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. They love to travel, bake, and swim.

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2020 Year-End Planning Letter

Brown Advisory

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.