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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.
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.
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.
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.
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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