Articles

A collection of articles from Withum Wealth advisors.

To Sell or Not to Sell? That is the Question
Coronavirus (COVID-19)
To Sell or Not to Sell? That is the Question
Like a Shakespeare play, COVID 19 is giving us order and disorder, life and death, some might even say youth and age conflicts. We are absolutely living in a world encapsulating Power, Nature, Love and Relationships, and Conflicts.
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Grantor Retained Annuity Trusts (GRATs)
Coronavirus (COVID-19)
Grantor Retained Annuity Trusts (GRATs)
There are many ways to transfer wealth to family and charitable organizations and many require the outright transfer of assets irrevocably.
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The CARES Act Impact on Retirement Assets
Coronavirus (COVID-19)
The CARES Act Impact on Retirement Assets
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted and signed into law Friday, March 27th, 2020. This bill was introduced as the largest economic relief package in US history. The CARES Act provides emergency assistance to small businesses, increases unemployment benefits, and injects over $130 billion to the health care system among many other provisions. The CARES Act also provides relief for retirees in 2020 while making some smaller adjustments to charitable gifts.
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Wealth Planning Opportunity in a Bear Market
Coronavirus (COVID-19)
Wealth Planning Opportunity in a Bear Market
Roth IRA Conversions: Low Stock Prices Mean More Potential Tax Savings
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Elena Ladygina Featured in QuickRead
News
Elena Ladygina Featured in QuickRead
Withum Wealth Management Wealth Advisor, Elena Ladygina, CFP® and Withum Partner, Edward Mendlowitz, CPA, PFS, ABV, CFF, wrote an article, Valuing a Wealth Management Business, that was recently published by QuickRead. To read this article, click here. Important Disclosure: Please remember that past performance may not be indicative of future results.  Different types of investments
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Jim Ferrare Featured in ROI-NJ
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Jim Ferrare Featured in ROI-NJ
Jim Ferrare, CFA®, CPA, Managing Principal of Withum Wealth Management recently wrote an article, Out of Hibernation?, that was recently published by Return on Information-New Jersey magazine.
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An Interesting Start to 2020
Coronavirus (COVID-19)
An Interesting Start to 2020
The U.S. drone attack which killed Iran’s military chief has led to a recent spike in stock market volatility.
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