Wealth Management Archives - Round Table Wealth

The Biden Agenda for Estate Plans More Costly for The Rich and Not-So-Rich

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.

By Richard Freeman|2021-01-14T18:11:14+00:00January 14th, 2021|Blog|0 Comments

2020 Year-End Financial Check List

Here are several simple year-end tax planning ideas to consider before you ring in the new year to improve your personal finances.

By Alicia Wall|2020-12-11T00:53:42+00:00December 11th, 2020|Insurance, Women of Clarity, Women Of Clarity|Comments Off

The Importance of U.S. Listed, UK Reporting Funds for U.S. Taxpayers in the UK

U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and UK tax laws on their investment portfolio. From a U.S. tax perspective, it is essential to invest using U.S. listed investments to avoid the complicated and tax costly U.S. passive foreign investment company (PFIC) tax regime. On the UK tax side, the HMRC reporting fund regulations further restricts tax-efficient options for U.S. taxpayers who are also UK tax residents.

By Frederic Behrens|2020-11-05T17:34:59+00:00November 5th, 2020|Whitepapers|0 Comments

Quarterly Review – Third Quarter 2020

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season [...]

By Robert Davis|2020-10-22T16:05:18+00:00October 22nd, 2020|Quarterly Review|Comments Off

Medicare: Understand Your Options and Meet the Deadlines

Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into one of the categories above, I’m sure you know someone who does… so keep reading!

By Taylor Thomas|2020-10-15T13:23:26+00:00October 13th, 2020|Insurance, Women of Clarity, Women Of Clarity|Comments Off

Property and Casualty Insurance: What You Need to Know

Property & Casualty Insurance: What You Need to Know Property and Casualty insurance protects against loss related to things that you own (Property) as well as things that can happen to others because of [...]

By Richard Freeman|2020-10-09T18:46:39+00:00October 9th, 2020|Insurance|Comments Off

Should I Buy Long Term Care Insurance? It Depends…

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 [...]

By Richard Freeman|2020-10-01T18:59:19+00:00October 1st, 2020|Blog|0 Comments

Round Table Wealth Management Appoints Anthony Rosetti as Director, Wealth Advisor

Round Table Wealth Management proudly announces the hiring of Anthony Rosetti as Director, Wealth Advisor.

By Round Table Wealth Management|2020-09-16T18:44:04+00:00September 16th, 2020|Blog|0 Comments

Retirement Plans for Solo and Small Law Firms

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 [...]

By Frederic Behrens|2020-08-05T02:18:21+00:00August 5th, 2020|Blog|0 Comments

Quarterly Review – Second Quarter 2020

First, we hope you and your family are happy, healthy and enjoying some return to normal life. We have all come very far since the onset of the pandemic and our collective strength and resolve to continue safe habits [...]

By Robert Davis|2020-10-22T13:23:28+00:00July 23rd, 2020|Quarterly Review|Comments Off

Tag: Wealth Management