In a follow-up to his Estate Planning: The Power of Now article, Chief Planning Officer Paul McGloin explains the renewed sense of urgency for affluent families to “lock in” the current and extremely generous lifetime estate-tax exemptions.
The “set it and forget it” design of target-date funds has made them one of the top investment choices for defined contribution plans. But with this popularity comes many questions, How do you select the “right” target-date suite for your plan? And does process really matter?
Year-end tax planning has an added layer of complexity in 2020—weighing the known vs. the unknown. We’ve outlined a few key areas you may want to focus on to help with your year-end planning.