We're sharing how coordinated planning helped one of our O'Keefe Stevens Advisory clients put a roughly $600,000 payout to work and catch a tax reporting error worth about $50,000.
Executor Duties: What to Do When You’re Named to Settle an Estate Being named executor sounds like an honor, right […]
Trust Funding: The Estate Step Rochester Families Often Miss Setting up a trust feels like the finish line. It isn’t. […]
Capital Gains on Inherited Property and the Step-Up in Basis Selling an inherited home or investment account can feel like […]
Beneficiary Designations: Why Rochester Families Review Them You spent decades building your savings. But your beneficiary designations, not your will, […]
See how O’Keefe Stevens Advisory helped a client cut investment costs by more than $44,000 annually while coordinating tax, retirement, estate and investment planning.
New York's estate tax cliff can tax an entire estate once it crosses the exemption by more than 5%. Here's how one Rochester couple, working with their O'Keefe Stevens advisor and estate attorney, rebalanced their plan with revocable trusts, a credit shelter trust, and an early gifting strategy.
If you work for yourself, a Traditional or Roth IRA alone usually won't replace your income in retirement. A SEP IRA lets self-employed individuals and business owners contribute up to $72,000 in 2026, with simple setup and a funding deadline that runs to your tax filing date.
How to Avoid IRMAA: A Miami Retiree’s Medicare Guide Learning how to avoid IRMAA is one of those retirement details […]
New York Estate Tax: What the “Cliff” Means for Rochester Families The New York estate tax has a quirk that […]
Check Your Retirement Readiness in Under 3 Minutes.
Start your journey to financial peace of mind with instant clarity.
Recent Comments