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Mega Backdoor Roths Can Turbo-Charge Retirement Savings By Sean Deviney, CFP®*

Posted January 3, 2023

Individuals looking to boost their retirement savings beyond the traditional limits of workplace 401(k) and 403(b) plans may have an opportunity to do so with a mega backdoor Roth. This strategy may provide a workaround to the income and contribution limits of Roth IRAs while allowing high-net-worth individuals to yield the benefit of tax-free distributions […]

IRS Clarifies SECURE Act Rules for Withdrawals from Inherited IRAs By Sean Deviney, CFP®*

Posted August 25, 2022

The SECURE Act signed into law at the end of 2019 brought new restrictions to non-spouse beneficiaries of inherited individual retirement accounts (IRAs), requiring them to empty those accounts within 10 years of the original owner’s death and pay the taxes due. Not only was the new law bad news for beneficiaries who were previously […]

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes Best-In-State Wealth Advisors 2022

Posted April 26, 2022

Forbes ranks best-in-state advisors for offering best practices and client experience. FT. LAUDERDALE, FL – April 26, 2022– Provenance Wealth Advisors, an independent office, today that Todd Moll, CFP®, CFA, is once again among the honorees on Forbes’ annual list of top financial advisors in the country for the fourth consecutive year. The Forbes annual […]

David L. Burg, Adrian Lorenzo and David Marshall Join Provenance Wealth Advisors

Posted October 8, 2021

Miami, FL – October 8, 2021 – Provenance Wealth Advisors is fortunate to welcome three new members to its growing team. David Marshall, David L. Burg and Adrian Lorenzo have joined as independent financial advisors based in the Miami office. Together they bring more than 40 years of industry experience. While each specialize in retirement […]

Charitable Giving Can Yield Greater Tax Benefits in 2020, 2021 by Lee F. Hediger

Posted June 30, 2021

The CARES Act and other stimulus packages enacted in 2020 and 2021 have encouraged individuals and businesses to maintain or increase their charitable giving even when they may be facing their own struggles in the wake of the COVID-19 pandemic. For Individuals Effective for 2020 and 2021, individuals who itemize deductions on their federal income […]

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