All About Charitable Remainder Trusts: A Beginner’s Guide With rising interest rates, Charitable Remainder Trusts are once again gaining popularity. In this current market environment, they can be a very effective tool to accomplishing your philanthropic goals while also...
ML&R Wealth Management is committed to helping you run your business or manage your personal finances more efficiently. To help prepare you during your journey to financial success, we maintain a blog written or curated by our financial professionals.
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An overview of new 2023 RMD rules The IRS will allow you to save tax deferred all throughout your career but at some point, you must begin withdrawals. For many years, that age was 70 ½. With the SECURE...
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Our partners, advisors, and associates want to promote awareness of the importance of financial planning and how to improve your wealth management strategy. For this reason, we aim to provide the best educational materials to help you achieve success.
Our investment blog is also a great way to keep you informed on what investment strategies are available to you as you navigate the possibilities for your future.
Our blog covers the following topics, and many more:
- Investment Philosophy
- Tax Planning Tips
- Financial Tips for Millenials
- Estate Planning & Charitable Giving
- Helping Aging Parents with Money
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All About Charitable Remainder Trusts: A Beginner’s Guide With rising interest rates, Charitable Remainder Trusts are once again gaining popularity. In this current market environment, they can be a very effective tool to accomplishing your philanthropic goals while also...
An overview of new 2023 RMD rules The IRS will allow you to save tax deferred all throughout your career but at some point, you must begin withdrawals. For many years, that age was 70 ½. With the SECURE...
If you have a child or grandchild with a disability, one of your biggest concerns is what will happen when you are no longer around to take care of them. One of the tools you can use is called...
If you’re an employee of a publicly traded company, you may have heard of restricted stock units (RSUs) as a form of compensation. But what exactly are RSUs, and should you sell them right away? In this article, we’ll...
As a parent or grandparent, you may want to help your children or grandchildren save for their future and build wealth by investing money in their name. However, it’s important to be aware of Kiddie Tax and how it...
Whether you are working and receiving W-2 wages as your primary source of income, or you are retired and using portfolio withdrawals or fixed income to meet your spending needs, there are several tax planning strategies that could be...
On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023 which includes a “SECURE Act 2.0 update” retirement reform legislation (The Act). Below we expand on some of the provisions, providing descriptions and effective dates...
Time to review your property and casualty policies The past few weeks have brought back a familiar form of chaos. Just as many Austinites were recovering from the stress of 2021’s Winter Storm Uri, another storm came in to...
What is the Role of an Executor in Estate Planning? The estate planning process can sometimes seem a little overwhelming at first with all of the legalese and fancy words we are not used to hearing. When putting together...
Retirement should be a time for people to celebrate life and enjoy the fruits of their labor, with as little anxiety about finances as possible. Unfortunately, a November 2021 survey by the Insured Retirement Institute revealed that workers between...
As 2022 comes to a close, hopefully we can all look back with gratitude and celebrate the holidays with family and friends, knowing that things have returned somewhat back to normal (at least relative to the prior two years)....
With inflation at record highs this year, investors are looking for ways to keep up. We thought it might make sense to discuss whether treasury I-Bonds really help mitigate the effects of inflation. What Are Treasury I-Bonds? Treasury I-bonds...
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When you keep up with our investment blog, you’ll not only receive educational materials for your next advisor meeting, but you can also keep a pulse on what we’re reading as well. We keep updated on the latest pertinent research and do our best to summarize the aspects that are important to you.
If you’d like to speak with a professional or schedule your free consultation, contact us today to get your journey started. In addition to our wealth management blog, we invite you to sign up for our monthly newsletter for timely financial information and tips.
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