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Strategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines featuring Bridgehampton.
Year-End Planning for 2024
October 2024: What steps should be taken to assess your finances and tax liabilities ahead of year-end? The latest article from Senior Financial Planner Cintia Kempkes, CFP® discusses how best to prepare for 2025.
Potential Estate Tax Law Changes
September 2024: For many individuals with large estates, the upcoming sunset of the current estate and gift tax laws could become a source of concern. Our team reviews potential planning strategies to consider.
Is a Roth IRA Conversion Worth It?
May 2024: While Roth IRAs can potentially be a source of wealth generation, there are important points to consider before converting a traditional IRA to a Roth IRA.
Estate Planning Matters
May 2024: A thorough and specific plan is crucial to ensure your estate plan remains intact after your passing. There are four core components your plan should entail.
Why Should You Review Your Life Insurance Regularly?
May 2024: Despite the important role life insurance plays in financial plans, people often avoid thinking about the topic. Learn why this is a mistake and life insurance must be reviewed regularly – including what a thorough review of existing plans should look like.
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Ingalls & Snyder is a registered investment advisor and broker-dealer based in New York City. We provide investment management and related services to private clients and institutional investors.
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