Since the Roth 401(k) launched in 2006, Congress has made adjustments, making it harder for the general public to follow and make adjustments of their own. Wealth Advisor Megan Slatter connected with Ben Mattlin at Financial Advisor Magazine to discuss the role advisors can have in helping clients navigate the differences between a Roth 401k and traditional 401(k).
As expected, the Fed held on interest rates this week. CIO Dustin Thackeray offered insight on the fight against inflation via Kiplinger.
For clients who want a second home, wealth advisor Megan Slatter shares the importance of understanding the risks and responsibilities. Read more via Ben Mattlin in Finacial Advisor magazine
Crewe Advisors announces the opening of its new headquarters at 650 South Main Street in Salt Lake City. The space will accommodate its growing team
Jessica Dickler at CNBC.com speaks with Marshall Nelson, wealth advisor at Crewe Advisors, to discuss the future of retirement saving due to SECURE 2.0 and why 529 plans might be the best option. “It’s something I see catching on. Now they have the option to use that money to supplement retirement; that’s a huge win,” says Nelson.
Crewe Capital (Crewe) played a crucial advisory role in the sale of Trailer Boss, a leading trailer dealer in the Pacific Northwest, to BF Ventures whose principals have several investments in the automotive sector, including Sunrise Toyota, AutoBuy, and B Squared. As the exclusive advisor to Trailer Boss, Crewe successfully managed the transaction between Trailer Boss and BF Ventures, who plan to grow the footprint of Trailer Boss and continue offering top trailer brands and products to customers.
Crewe Advisors was listed 35th out of the top 100 fastest growing RIAs in 2023 in Patrick Villanova’s SmartAsset ranking.
Dustin Thackeray, chief investment officer at Crewe Advisors, connects with Gregg Greenberg at InvestmentNews to explain why he recommends having active and passively-managed ETFs in client portfolios. “With the shorter track records of some actively managed ETFs, we may choose an actively managed mutual fund in which we have a lengthier track record to analyze,” says Thackeray.
“Once you reach a certain age, the IRS wants to be able to begin collecting taxes.”
Wealth advisor Megan Slatter provides insight on how to take required minimum distributions as mandated by the IRS in Maryalene LaPonsie’s US News & World Report article:
This year, Social Security saw the largest increase for cost of living adjustment in more than 40 years at 8.7%. Megan Slatter, wealth advisor at Crewe Advisors, shares insight on this change for retirees.
