As ESG investing evolves, more people may want their trusts or employer-provided retirement plans to reflect their values. Trustees and managers subject to fiduciary duty should take special care to document their decisions if they incorporate ESG considerations into their investment strategies.
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If you intend to make remote work part of your business going forward, as a manager, you should keep several best practices in mind. You should stay mindful of operational and strategic considerations, too.
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January 2020 may feel like a long time ago, but it marked a relatively recent update to the rules governing retirement accounts, especially individual retirement accounts. This means that even if you previously decided how to handle your traditional or Roth IRA upon your death, you may need to revisit your plan to ensure it still works the way you intend.
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Moving abroad may affect your retirement plans. Workers in the process of saving for retirement and retirees trying to prudently budget their existing savings should both approach an overseas move, whether temporary or permanent, with care.
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Seeking investments to do good, not just to do well, has been gaining popularity as a wealth management approach. Luckily, as ESG funds grow up, this goal is also becoming more practical.
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The future always includes an element of uncertainty, even if the legislative landscape feels relatively stable. Taxpayers may want to take advantage of various strategies to make the most of the current rules while they remain in effect.
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The United States’ worldwide approach to taxes can be burdensome, but expatriation is not a decision to make lightly. If tax considerations are your main motivation, know that the IRS will do its best to make your departure as painful as it can.
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The United States’ diversity, including its religious diversity, is its strength. It also means it is a place where “one size fits all” seldom works.
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The final 10 to 15 years of your working life can feel like a last push toward a finish line. But retirement is not a point in time; it is a stage of life.
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Rapper and entrepreneur Rick Ross has long been vocal about entrepreneurship and the importance of generational wealth. He recently demonstrated that commitment with an unusual — and tasty — birthday gift.
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