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Financial Planning » Comparing IRAs: Trusteed and Traditional
November 10, 2016 | Wealth Management
Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider. Both a Traditional IRA and a Trusteed IRA are …
Financial Planning » Presidential Politics and Your Planning
October 19, 2016 | Market Commentary
Manning & Napier's Family Wealth Management group discusses the upcoming presidential election, how it will affect your taxes, and how should you plan for different outcomes.
Financial Planning » Three Essential Components of a Family Wealth Succession Plan
June 23, 2016 | Wealth Management
Sustaining family wealth across multiple generations is difficult. So difficult, in fact, that there are numerous proverbs from cultures around the world that describe the problem: “Shirtsleeves to shirtsleeves in three generations” (U.S.), “from barn stall to barn stall in three generations” ( …
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IndividualFinancial Planning » The Basics of Estate Planning, Part 2
May 19, 2016 | Wealth Management
Veronica Van Nest, Senior Wealth Management Consultant, discusses the advantages of creating a revocable trust and explains the purpose of a living will, health care proxy, and a power of attorney.
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Individual
Financial Planning » Friday Deadline to Claim Under Social Security’s File & Suspend Strategy
April 25, 2016 | Wealth Management
For those eligible, the deadline to claim Social Security’s File and Suspend strategy is Friday, April 29th, 2016. Offering the ability to receive some Social Security benefits early while continuing to accrue larger benefits, the File and Suspend strategy is attractive to retirees because it …
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IndividualFinancial Planning » Contribution Limits, Tax Rates, and More for 2016
January 14, 2016 | Wealth Management
Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. In many cases, the information can be difficult to locate or confusing to break down. With this in mind, we have created a reference guide …
Financial Planning » Social Security Developments: What You Need to Know
December 01, 2015 | Wealth Management
The Bipartisan Budget Act of 2015, signed into law by President Obama on November 2nd, included a provision that eliminates popular Social Security planning strategies. Below is a brief, general summary of the changes, aimed at closing unintended “loopholes:” The budget act has eliminated the " …
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IndividualFinancial Planning » The Basics of Estate Planning, Part 1
September 15, 2015 | Wealth Management
Veronica Van Nest, Senior Wealth Management Consultant, defines estate planning and explains what you need to do in order to create an estate plan.
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Individual