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Overview 529 plans have existed for several decades, and the benefits have saved American families billions of dollars on the tax deferred treatment of gains used for qualified higher educational expenses. Despite the popularity and intended benefit of these plans, they could be overfunded. There were historically three ways to deal with excess funds in a plan after a beneficiary finished schooling: Transfer the funds to a different beneficiary who qualifies as a “member of the family” per IRS

Tax policy has remained a continued focus for both Vice President Harris and former President Trump as we near the election and the conclusion of their campaigns. Changes to tax policy can have far-reaching implications for individuals, families, and businesses. We have prepared a comprehensive chart below that outlines current tax law alongside proposed tax plans from Vice President Harris and former President Trump. This chart was compiled using information from each candidate’s publicly avai

What will the political landscape look like after January 20th, when the new president takes office?

The Wealthspire Investment Team recently completed a search for an Evergreen Private Equity Fund. This piece provides some background, context, and insights into what we learned. hbspt.forms.create({ portalId: "3388819", formId: "8d910e2b-63c6-4337-8ac6-e37502e1260f" });

In episode 5 of the In Crowd podcast, Ang talks to Michelle Panzera, Director of Marketing at Evensky & Katz/Foldes Wealth Management.

Summary In recent days, financial and social media have been buzzing with warnings of a potential “lost decade” for stocks and a looming “market reckoning” for bonds. Notably, Goldman Sachs has cautioned that the S&P 500 may experience slower growth, while prominent investor Paul Tudor Jones predicts a financial crunch tied to unsustainable government spending. While these headlines are designed to grab attention — whether for internet clicks or television ratings — they often overlook crit

This piece was written in collaboration with Joseph Bragdon, CFA® and Ben Kronish of Financial Architects Partners. Life insurance can serve as a strategic and tax-efficient tool to create liquidity for family estate planning but is often overlooked by high-net-worth families, family offices, and family businesses. Life insurance has the perception of being confusing and lacking transparency as there are a multitude of insurance products and strategies available to sophisticated clientele. The

Estate planning is not on the top of the “to-do” list for most people. We are focused on enjoying our daily lives, not on planning for what happens after our passing. However, estate planning can save families significant money as well as stress and frustration. And with an upcoming law change, we will hear much more about estate planning in the coming weeks and months. Background Estate taxes, often referred to as the “death tax,” have long been a topic of political debate and financial planni