
Estate as Beneficiary of Traditional IRA or Retirement Plan
What is it? Generally, following your death, your nonretirement assets will pass according to your will or trust or beneficiary designations (e.g., life insurance). If
Cross Border Wealth is a US-based, SEC registered investment advisory firm providing comprehensive cross-border financial planning services and international pension management solutions to US citizens, Green Card holders and foreign nationals. With offices in New York City and Manila, we offer local and international expertise.
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Cross Border Wealth is a US-based, SEC registered investment advisory firm providing comprehensive cross-border financial planning services and international pension management solutions to US citizens, Green Card holders and foreign nationals. With offices in New York City and Manila, we offer local and international expertise.
Provides comprehensive cross-border financial planning services to global expatriates.
Provides international management solutions for US retirement accounts.
Provides international management solutions for UK pensions.
Cross Border Wealth’s in-house experts share their perspective on how the latest financial trends are affecting the global expatriate community.
Our view of the financial markets and global economy.
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At Cross Border Wealth, we provide you with the proper tools to achieve your best.
Experienced and committed professionals are welcome here.
At Cross Border Wealth, learning and innovation never stops.
We partner with the industry’s leading institutions to provide you the best service and solutions.
Interactive Brokers LLC (IB) is a U.S.-based brokerage firm. It operates the largest electronic trading platform in the U.S. by number of daily average revenue trades.
Novia Global offers a platform service for Advisers, Private Banks and Trust Companies to efficiently and effectively manage investments providing access to a wide selection of assets and investment management services.
RightCapital is a next-generation financial planning software that advisors can use to simplify the financial planning experience for their clients.
What is it? Generally, following your death, your nonretirement assets will pass according to your will or trust or beneficiary designations (e.g., life insurance). If
What is it? Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the
Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income
In general If you withdraw cash or other assets from an employer-sponsored retirement plan (“employer plan”) in an “eligible rollover distribution,” (defined below) you can
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What is a qualified domestic relations order (QDRO)? A qualified domestic relations order (QDRO) is a court judgment, decree, or order establishing the marital property
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a
Although it is quite clear that the Coronavirus wreaked havoc on most retirement plan portfolios, perhaps it’s time to stop dwelling on the current situation
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