In March, we posted an article about investing in a rising tax environment. We at WealthPoint thought the article in the link below would be a good follow up to…
What Sets Us Apart
In March, we posted an article about investing in a rising tax environment. We at WealthPoint thought the article in the link below would be a good follow up to…
Please read this article written by Andrew Friedman of The Washington Update LLC In my legislative update early this year, I noted that ongoing acrimony between Congressional Republicans and the…
We at WealthPoint are always looking for pieces that educate our readers and provide insight. Andrew H. Friedman of TheWashingtonUpdate.com recently wrote the article attached to this post. This…
[The update is of interest primarily to financial advisors.] Last week the President gave a speech in which he focused on forthcoming Labor Department rules intended to ensure that IRA…
From: Andrew H. Friedman For many years, trusts have been the province of the wealthy, mysterious vehicles used to escape taxes and preserve assets for future generations. And for couples…
From Andrew Friedman Last week Congress — faced with an impending snow storm and a desire to get home for the Presidents Day holiday — hastily passed legislation permitting the…
From Andy Friedman of The Washington Update: The United States government has once again hit its borrowing limit. The government is permitted to borrow through May 18, after which it…
Happy New Year. We begin this year as we ended the last – approaching another cliff. To start the year off right, Andy Friedman appeared yesterday on CNBC to discuss the ramifications…
A new excerpt from Andy’s speeches, added to the front page of his website, discusses his current thinking on the likely Congressional deliberations over the extension of the Bush tax…
The Washington Update from Andy Friedman Roth IRA conversions: Tax rates are likely to rise at year end as Washington considers whether to permit some or all of the Bush…