Independent Financial Advisor Monthly Newsletter

DECEMBER 2024 NEWSLETTER

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What Investors Need to Know About The Federal Estate Tax Sunset

The estate tax, also called the death tax, is a tax on transferring assets from a deceased person to their heirs or beneficiaries. One significant component of our current estate tax law is the sunset provision, which implies that specific policies within the law have a set expiration date after which they cease to exist. The impending estate tax sunset on December 31^st. 2025, may significantly impact high-net-worth individuals transferring their estate to heirs and those who inherit these assets.

7 Tips to Help You Prepare to Retire

Planning for retirement can be overwhelming, but it becomes much easier if you start early. If you plan to retire next year, there are specific things you must consider and implement now as you prepare for an independent retirement.

Six Factors That Impact Retirement Savings

Numerous factors can influence retirement savings and the longevity of one’s retirement nest egg. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each plays a crucial role in shaping an individual's retirement outlook.

Why Financial Professionals Talk to You About Taxes

Financial planning, including tax planning, is vital to personal financial health and wealth accumulation. Financial professionals often specialize in tax planning, determining one's wealth growth trajectory and overall tax liability.

Investment advisory services are offered through Wealth Watch Advisors, an SEC-registered investment advisor. Neither Wealth Watch Advisors or J. Martin Wealth Management, LLC are endorsed by the Social Security Administration or any other governmental organization. Note, registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy. Wealth Watch Advisors and J. Martin Wealth Management, LLC are independent of one another.

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