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Current Tax Discussions in Congress May Lead to Drastic Changes in Estate Tax Exemptions that Increase the Value of a Roth IRA Conversion Strategy. For years, I’ve been stressing the benefits of Roth IRAs to our clients and their beneficiaries. In an environment of massive government spending and a constantly greater need to pay for…
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From an investment standpoint, 2020 can be considered nothing short of remarkable. The markets started the year feeling tailwinds from a strong economy and almost full employment. Of course, the reaction to the pandemic we saw in March resulted in a violent pullback that left us feeling uncertain and unsettled. The idea that we would put those losses in…
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An Unbiased, Independent Source for the Best Life Insurance Policy at the Right Price. Many people need proper life insurance to protect their family or provide liquidity for their estate, and you have many choices. Learn why clients like having our team by their side, from Palm Beach County financial advisor Cary Stamp, CFP®. …
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Cary Stamp, CFP®, Jupiter, Florida-based financial advisor, addresses a question that you should ask any financial professional that you consider working with: How is your financial advisor paid? In the case of Cary Stamp & Co., when you do better, we do better. Our transparent fee structure mutually aligns our interests with yours. Always make…
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Leading financial advisor based in Jupiter, FL, Cary Stamp, CFP®, shares the Roth IRA conversion strategy that many people are unaware of, but can make a huge difference on taxable income in retirement. This is especially important if you’re within a few years of retirement or if you’re in that gap between the time that…
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Financial advisor Cary Stamp shares a brief overview of the three investing books that had a major impact on his investment management and financial advisory career. SCHEDULE A CONSULTATION: TRANSCRIPT: I’m Cary Stamp with Cary Stamp & Company, Principled Wealth Advisors. I want to share with you three books that have…
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Financial advisor Cary Stamp shares an uncomfortable secret that can help you recover from financial adversity or a mistake that you feel vulnerable or embarrassed about. Don’t be afraid to admit your mistake and seek the assistance of a financial advisor to get back on track. SCHEDULE A CONSULTATION: TRANSCRIPT: Recovering from…
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The Secure Act eliminated the Stretch IRA option for beneficiaries to distribute inherited IRAs over their lifetimes. Now there’s a 10-year distribution maximum. If you’re close to retirement, have a lot of money in retirement plans, and want to maximize assets passed on to beneficiaries when you’re no longer here, there’s a great solution. …
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Financial advisor Cary Stamp, based in Jupiter, FL, discusses the ability to maximize savings for family education expenses while reducing your income taxes, using 529 Plans. Tax-free distributions from these plans can be used for elementary and secondary private school, and undergrad and graduate college. SCHEDULE A CONSULTATION: TRANSCRIPT: I’m Cary Stamp, and this…
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Cary Stamp, leading financial advisor based in Jupiter, FL, shares his view on how individuals and families should approach investment management during recessions and market declines. SCHEDULE A CONSULTATION: TRANSCRIPT: Hi, I’m Cary Stamp. I’ve gotten a lot of questions lately about what’s going on in the markets and what’s happening in…
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