Planning a Thoughtful Wealth Transfer
May 6, 2024 There are many ways to harness the step-up in basis while ensuring financial security — and avoiding many pitfalls. As published in Rethinking65 By Mallon FitzPatrick Wealth transfer starts with a comprehensive wealth plan to analyze the whole financial picture, including the balance sheet and cash flow. One goal of the transfer […]
3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick
February 20, 2024 – Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about what you need to do to prepare for the expiration of the Tax Cuts and Jobs Act, gifting concerns and solutions, and why we should look at Roth conversions now. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, […]
Wealth-Planning Moves for 2024
As published in Rethinking65 Tax Cut and Jobs Act (TCJA) provisions are set to expire in less than two years. Making changes to position clients may take a lot of time. By Mallon FitzPatrick and Alicia Denton January 26, 2024 – Last year brought higher yields, changes to retirement and 529-plans, high inflation, and hopefully […]
What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule
December 13, 2023 – Principal and Managing Director, Mallon FitzPatrick, CFP®, CLU® was featured in Barron’s to discuss ‘What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule.’ “The 4% rule answers a specific question, which is how much can I take from an account or set of accounts without depleting them over a […]
Retirement Plans for Highly Compensated Individuals
By Victoria Jung, CFP® December 1, 2023 – Retiring comfortably requires careful planning and preparation. Making the most of your post-work years is an exercise in flexibility and deliberation that begins long before you start to settle down and unwind; for many, the process continues well into retirement itself. Fortunately for high-income earners, there is […]
Chris Knapp on Financial Planning Podcast
December 1, 2023 – Principal and Managing Director, Christopher L. Knapp appeared on Financial Planning podcast to discuss ‘How to have more impactful ESG conversations with clients.’ “If you go into a room of people and start talking about going green or going sustainable, too often what you’re going to see is people will tune you out, thinking that […]
How Advisors Can Help Clients Solve The Roth 401(k) Puzzle
November 2, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine discussing ‘How Advisors Can Help Clients Solve The Roth 401 (k) Puzzle.’ “The mega backdoor Roth can be a prudent strategy” FitzPatrick said. “Wait a month [after the initial contribution] and then move the funds.” Read the full piece here.
2023 End of Year Wealth Planning Webinar
October 19, 2023 – Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
Should You Leave an IRA to a Trust?
As published in Rethinking65 By Mallon FitzPatrick, CFP® There are ample upsides to designating a trust as a beneficiary but it’s not a one-size-fits-all solution. Traditionally, many IRA accountholders designate family members as beneficiaries of their retirement accounts. Naming a beneficiary avoids the probate process and allows a seamless transfer of assets to the intended […]
Keith Larkin on Smart Money Circle Podcast
October 2, 2023 – Principal & Managing Director, Keith Larkin appeared on Smart Money Circle podcast sharing timeless advice with listeners, reflecting on his current role at Robertson Stephens as well as how he got to where he is today. “The passion really was working with clients and trying to help them with solutions that I saw some clients had […]
Preparing Clients For The Risk Of Cognitive Decline
September 21, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine ‘Preparing Clients For The Risk Of Cognitive Decline.’ “Frequent driving accidents, medication errors, and impulsive behavior,” FitPatrick warned that the signs may be more serious. “These types of changes can translate into erratic and reckless financial decisions.” Read the […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Generational Wealth Transfer
August 29, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Head of Wealth Planning, Mallon FitzPatrick, to discuss generational wealth transfer and why now is the time to do it. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of […]