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New York, September 16, 2024 – Wealthspire Holdings LLC, parent company of Wealthspire Advisors LLC (“Wealthspire”), an NFP company and top-ranked1 independent registered investment advisor (RIA), announced today the acquisition of Judith Heft & Associates, a women-owned firm that provides high-touch lifestyle and bill pay services to affluent clients and their families. “Our clients’ expectations are evolving, and we want to expand our offering beyond traditional wealth management,” said M

In the Season 3 opening episode, Mike LaMena talks with Abbott Stillman, real estate developer, venture investor and artist based in New York City, about his professional and life journey.

Introduction If you inherited all or part of an individual retirement account (IRA) or a qualified retirement plan, you may be wondering what you should do with the assets or the account. But the first question might be, what can you do. The rules governing inherited IRAs are complex – even more so since the passage of the SECURE Act of 2019. The options available to you will depend on several factors, including the type of account you inherited, when you inherited it, your relationship to the

New York, September 12, 2024 – Wealthspire Advisors LLC, an NFP company and top-ranked independent registered investment advisor (RIA), announced today the release of the third season of its Great Aspirations podcast. “Life Amplified” is this season’s theme – featuring inspiring stories of individuals who have achieved life fulfillment through intuition, opportunity, and determination. Guests include real estate developer and abstract artist Abbott Stillman and Matthieu Pavon, winner of th