News and Commentary

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

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Posted on December 07, 2023 by Scott Montgomery

Naming beneficiaries to receive proceeds from a life insurance policy or retirement account is a difficult decision that requires consideration of a range of factors. Because these selections supersede designations in your will, they are an important step in the estate-planning process that must be addressed with particular care and attention to detail. Selecting Beneficiaries […]

Provenance Wealth Advisors’ CEO Eric Zeitlin Featured in South Florida Business Journal

Posted on November 29, 2023

FORT LAUDERDALE, FL – November 17, 2023 – PWA CEO and Managing Director Eric P. Zeitlin was recently profiled in the South Florida Business Journal to discuss his market outlook and what it means to move into South Florida. “I love the diversity and culture of South Florida,” said Zeitlin. “It was an honor to […]

Relatable Finance Podcast Episode 136: Piecing It All Together

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Posted on November 28, 2023 by

There is a lot going on in the world right now, from geopolitical conflict outside of the United States, to internal political drama within. In this episode, the South Florida relatable finance guys discuss how to block out the noise of bond yields rising, and a volatile stock market, then piecing it all together to […]

401(k) Plans Help Employers Attract, Retain Workers Without Increasing Costs, Administrative Headaches By Olga Ismail

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Posted on November 16, 2023 by Olga Ismail

Ongoing economic uncertainty, persistently high inflation and a tight labor market have made it increasingly difficult for employers to attract and retain top talent. However, according to the result of a survey published in July 2023, one of the best ways employers can differentiate themselves from the competition is to offer a retirement savings plan […]

IRS Again Delays RMDs for Inherited IRA By Robert Mark Weiss, CFA

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Posted on October 26, 2023 by Robert Weiss

In July 2023, the IRS issued guidance granting taxpayers temporary relief from compliance with recently enacted laws concerning required minimum distributions (RMDs) from tax-deferred retirement accounts, including individual retirement accounts (IRAs) and 401(k)s. The Secure Act, signed into law in 2019, introduced a requirement that certain non-spouse beneficiaries of inherited IRAs draw down those accounts […]

Financial Advisors May Help Investors Achieve Tax Alpha By Joseph Karl, CFA

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Posted on October 17, 2023 by Joseph Karl

It’s no secret that taxes can take one of the biggest bites out of your investment returns. Consequently, it’s important to thoroughly analyze the short- and long-term tax implications of your investment decisions with an eye toward achieving tax alpha, or the added value that comes from implementing strategies that effectively reduce tax burdens on […]

Provenance Wealth Advisors Launches PWA Securities, LLC

Posted on 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 […]

4 Non-Tax Benefits of Estate Planning By Eric Zeitlin

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Posted on October 11, 2023 by Eric Zeitlin

Though much of estate planning focuses on implementing strategies to minimize federal taxes, there are several other reasons why individuals of all income levels should engage in the planning process under the guidance of experienced professionals. Ensure your Wishes are Followed If you do not have a valid will at the time of your death, […]

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