Like a Shakespeare play, COVID 19 is giving us order and disorder, life and death, some might even say youth and age conflicts. We are absolutely living in a world encapsulating Power, Nature, Love and Relationships, and Conflicts.
There are many ways to transfer wealth to family and charitable organizations and many require the outright transfer of assets irrevocably.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted and signed into law Friday, March 27th, 2020. This bill was introduced as the largest economic relief package in US history. The CARES Act provides emergency assistance to small businesses, increases unemployment benefits, and injects over $130 billion to the health care system among many other provisions. The CARES Act also provides relief for retirees in 2020 while making some smaller adjustments to charitable gifts.
Roth IRA Conversions: Low Stock Prices Mean More Potential Tax Savings
Capitalism has changed.
Withum Wealth Management Wealth Advisor, Elena Ladygina, CFP® and Withum Partner, Edward Mendlowitz, CPA, PFS, ABV, CFF, wrote an article, Valuing a Wealth Management Business, that was recently published by QuickRead. To read this article, click here. Important Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments
Jim Ferrare, CFA®, CPA, Managing Principal of Withum Wealth Management recently wrote an article, Out of Hibernation?, that was recently published by Return on Information-New Jersey magazine.
The U.S. drone attack which killed Iran’s military chief has led to a recent spike in stock market volatility.
Withum Wealth Management Wealth Advisors, Thomas Farrell, CFP®, CEPA and Elena Ladygina, CFP®, were featured in Retirement Daily.