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Relatable Finance Podcast Episode 144: Am I Dreaming or did I Buy a $20 Cheeseburger?

Posted April 8, 2024

In this episode, join the South Florida relatable finance guys as they tackle the ever-relevant topic of inflation, but with a twist – exploring its impact through the prism of changing lifestyles and the journey of growing up. The discussion delves into the dual perspectives of rising costs and the effect on earnings, providing personal […]

4 Strategies to Apply During Life to Reduce Estate Taxes After Death By Eric P. Zeitlin

Posted April 3, 2024

Ultra-high-net-worth individuals with estates valued above the $13.61 million estate-tax lifetime-exclusion amount in 2024 (or $27.22 million for married couples filing joint tax returns) have several opportunities to reduce their estate tax liabilities at death while preserving wealth for future generations while they are alive. Give Multiple Gifts During Life. Making annual exclusion gifts enables […]

Are You Prepared for Sunsetting Tax Provisions? By Sean Deviney, CFP®*

Posted January 11, 2024

Many of the provisions contained in the current tax law are set to expire on Dec. 31, 2025, signaling an immediate need for individuals to reassess their existing estate plans to maintain long-term tax efficiency. Failure to engage in planning now can result in potentially higher taxes on income and long-term capital gains and undue […]

IRS Announces Retirement Savings Plan Contribution Limits for 2024 By Danielle Keyes

Posted December 27, 2023

The IRS released its 2024 cost-of-living adjustments for retirement savers. Among the highlights are higher annual contribution limits to qualifying plans and higher income limits for individuals to make deductible contributions to traditional Individual Retirement Arrangements (IRAs) or make a taxable contribution to a Roth IRA. Employer-Sponsored Retirement Plans For 2024, the maximum contribution employees […]

Provenance Wealth Advisors Launches PWA Securities, LLC

Posted October 16, 2023

FT. LAUDERDALE, FL, October 16, 2023 – Provenance Wealth Advisors launches PWA Securities, LLC in its latest evolution to provide clients a more progressive broker dealer with a wider range of financial opportunities. PWA Securities, LLC will enable the firm’s advisors and estate planners to tap a broader array of investment vehicles and opportunities to […]

Relatable Finance Podcast Episode 125: What Exactly is “the market”?

Posted June 13, 2023

In this episode, the relatable finance guys discuss the S&P 500 index, which is commonly referred to as the market. This is the most common index in the US and they go into the specifics of what you are investing in if you own it and some potential gaps in your investments if this is […]

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 […]

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