Wealth Management
The holistic wealth viewpoint
45 min watch
Investor Insights: 2021 mid-year review
Join Plante Moran Wealth Management on June 29 for our Investor Insights webinar. Led by the firm’s Chief Investment Officer Jim Baird, our experts will share perspectives on capital market conditions and discuss the mid-year economic and market outlook.
1 min read
A new twist to the inherited IRA 10-year distribution rule
For those who’ve inherited an IRA since the beginning of 2020, a recent IRS publication has generated some confusion regarding taking distributions under the SECURE Act’s “10-year rule.” Here’s what you need to know.
4 min read
Getting married? Here’s your financial checklist
Engaged and newlywed couples often have different viewpoints about money and finances. Use our checklist to start your marriage out on the right foot.
5 min read
What could the proposed tax changes mean for your estate plan?
The American Families Plan would include income tax increases for high-income taxpayers but doesn’t make changes to the estate tax. However, several congressional proposals target transfer taxes and could still be incorporated into a tax reform bill.
Deep dive: The holistic wealth viewpoint
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