Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the expansion of its Boca Raton, Florida Office.
Living abroad has gained popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an already popular retirement destination for many Americans, recently introduced a new tax incentive that may help further attract foreign retirees.
With Democrats in control of the Senate and House the likelihood of passing legislation in line with President-elect Biden’s agenda for estate plans has increased. While there are a number of proposed changes, there are two that are most significant. First, the amount of assets an individual can pass estate tax free to heirs may be substantially reduced. Second, capital gains taxes may be imposed on all estates with appreciated assets. This means that even individuals who are “not rich” will suffer some tax consequences at death.
Round Table Wealth Management proudly announces the hiring of Anthony Rosetti as Director, Wealth Advisor.
Long term care is a topic that increasingly comes up in both the media as well as in conversation among friends, family and with financial advisors. As we live longer, we are more likely to need [...]
Round Table Wealth Management proudly announces the hiring of Anthony Rosetti as Director, Wealth Advisor.
Utilizing the correct tax advantaged retirement plan program at a small or solo law firm is an important long-term planning decision for attorneys. There are many tax, recruitment, and succession planning benefits to utilizing the correct [...]
The Coronavirus pandemic has impaired the personal and business balance sheets of many clients and caused them to rethink their plans for the future. Uncertainty and a diminished sense of financial security have crept into plans [...]
Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client service. Not all models have the best interest of a client [...]
The Tax Cut and Jobs Act of 2017 fundamentally changed the landscape of tax efficient charitable giving for investors and retirees. With the elimination of many miscellaneous itemized deductions, the implementation of a cap on state [...]
