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.
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
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.
Justin Stevens Named to Forbes 2026 Best-in-State Next-Gen Wealth Advisors List O’Keefe Stevens Advisory is proud to announce that President […]
If you’re over 70½ and you give to charity anyway, a qualified charitable distribution may be the most efficient way […]
Long-term care planning is the piece of retirement almost nobody wants to think about, which is exactly why it gets […]
How much money do you need to retire? It’s the first question almost everyone asks me, and the honest answer […]
If you spent a career at one company and your 401(k) is stuffed with its stock, net unrealized appreciation is […]
O’Keefe Stevens Advisory Named No. 2769 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private […]
Check Your Retirement Readiness in Under 3 Minutes.
Start your journey to financial peace of mind with instant clarity.
Recent Comments