Blog – Page 3 – Blueprint for Wealth

SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans

While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to…

Gift Tax Exemption: Plan Today for Upcoming Changes

Please click the link below to see important information on gift and estate tax law changes. https://www.pagnatokarp.com/irs-announces-no-clawback-of-gift-tax-exemption/

Post-Exit Planning Video 8-Building a Family Legacy

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. (more…)

Post-Exit Planning Video 7-Volunteering, Living Healthier

Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. (more…)

Post-Exit Planning Video 6-New Retirement Options

Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for…

Post-Exit Planning Video 5-Managing Post-Retirement Risks (cont’d)

Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 6: Post-Exit Planning, which concludes discussion of managing post-retirement risks, with extensive consideration of avoiding the…

Post-Exit Planning Video 4-Managing Post-Retirement Risks (cont’d)

Please join Wayne M. Zell, Esq. for this 4th of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including loss of ability to live independently,…

Post-Exit Planning Video 3-Managing Post-Retirement Risks (cont’d.)

Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including business continuity, employment, public policy (i.e.,…

Post-Exit Planning Video 2-Managing Post Retirement Risks

Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including longevity, inflation, interest rate, and stock…

Post-Exit Planning Video 1-Overview

Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 6: Post-Exit Planning, which provides an overview of the opportunities and challenges following a successful exit..…