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Monthly Archives: February 2019

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes’ Best In State Wealth Advisors

Posted February 27, 2019

FT. LAUDERDALE, FL – Feb. 27, 2019 – Forbes has published its annual list of top financial advisors in the country and Provenance Wealth Advisors’ that Chief Investment Officer Todd Moll, CFP®, CFA, is among the honorees. Forbes ranks advisors based on research from SHOOK and includes in-person interviews, industry experience, community involvement, client retention […]

Plugging the Leak on 401(k) Plan Early Withdrawals by Sean Deviney, CFP®

Posted February 26, 2019

American businesses appear to be doing a good job of helping their workers prepare for an eventual retirement by establishing and encouraging employees to contribute to 401(k) retirement savings plans. However, U.S. workers often view their growing retirement account balances as a convenient till they can tap into to pay for everyday expenses before they […]

Tax Reform Brings Estate Tax Relief to Ultra-High-Net-Worth Families by Lee F. Hediger

Posted February 20, 2019

Ultra-high-net-worth families received very generous relief from federal estate taxes in 2018 under the Tax Cuts and Jobs Act. For 2019, the exemption from federal estate taxes increases even further to $11.4 million for individuals or $22.8 million for married couples filing tax joint tax returns. As a result, individual taxpayers can transfer up to […]

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