Beyond Bulls & Bears

Five estate planning ideas for 2025
Wealth Planning

Five estate planning ideas for 2025

Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.

Year-end estate planning: Strategies for maximizing tax benefits and legacy planning
Wealth Planning

Year-end estate planning: Strategies for maximizing tax benefits and legacy planning

With year-end looming, consider taking action now to determine if annual gifts make sense. Our Bill Cass shares useful strategies to consider for estate planning.

Unwinding the 10-year rule for inherited retirement accounts
Wealth Planning

Unwinding the 10-year rule for inherited retirement accounts

Determining the age when retirement account owners need to begin taking distributions is key for heirs to understand how to implement the 10-year rule for inherited accounts. Our Bill Cass explains what beneficiaries need to know.

Final regulations deliver clarity on 10-year rule
Wealth Planning

Final regulations deliver clarity on 10-year rule

With a recent IRS announcement, heirs now have clarity on the 10-year rule for distributions from inherited retirement accounts. Our Bill Cass details the final regulations.