Logra tus objetivos filantrópicos
Set up a charitable remainder trust A charitable remainder trust is a legal arrangement that involves donating assets to an irrevocable trust to benefit charity, while allowing you (or other beneficiaries you name) to receive annual income for life or for a designated...
¿Convertir o no convertir?
Rolling a 401(k) into a Roth IRA Rolling your 401(k) into a Roth IRA can be a strategic move for certain clients to optimize their retirement savings, but it requires a consultation with your financial advisor and your tax advisor to ensure you understand the tax...
La clave de tu seguridad financiera
Long-term investment planning Building wealth is a marathon, not a sprint. Si bien el atractivo de los esquemas para hacerse rico rápidamente puede ser tentador, la verdadera seguridad financiera proviene de un plan de inversión a largo plazo bien definido. This plan takes advantage of the power of time and...