Financial Planning and Insurance in the Hamptons and Beyond
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Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.