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Monthly Archive for: ‘July, 2015’

Leveraging an IRA to Build a Legacy

Individuals with IRA accounts can reduce the potential impact of estate taxes and “income in respect of a decedent” (IRD) taxes at death, and thereby enhance their legacies, with careful planning.  The following piece presents options for individuals with IRAs to maximize their charitable legacy and increase the inheritance to their children and grandchildren. Leveraging an IRA to Build a …

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Investment Commentary – Q2 2015

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 2nd Quarter 2015. Q2 2015 Letter

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