FAQ

Charitable Giving - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Fri, 04 Feb 2022 04:00:00 GMT

Learn topics such as:

Donating Appreciated Stock
Utilize Your IRA for a Qualified Charitable Distribution
Consider an Employer Match for Charitable Gifts
Donating to organizations such as
- Churches and other religious organizations
- American Red Cross, Goodwill, the Salvation Army, and CARE
- Tax-exempt educational organizations
- Tax-exempt hospitals and some medical research organizations
- Government agencies, such as

Tax Planning - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Fri, 04 Feb 2022 03:45:00 GMT

Learn topics such as:

Tax reduction strategies for high earners
Required Minimum Distributions (RMDs)
Taxes on Social Security and the Medicare Surtax
Taxes on Estates
529s – College Savings Advice for High-Net-Worth Investors
Gifting to Your Kids – The Top 4 Strategies High Earners Haven’t Considered
Helping kids buy their first home through intrafamily loans

Retirement Income - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Fri, 04 Feb 2022 03:30:00 GMT

Learn topics such as:

Required Minimum Distributions (RMDs)
Taxes on Social Security and the Medicare Surtax
Taxes on Estates
Deferred Compensation: A Plan for Unlimited Retirement Savings
The Backdoor Roth IRA: A Strategy for Tax-Advantaged Savings for High Earners
Mega Backdoor Roth 401(k) – Retirement Savings Strategies for High Earners
Four Things to Know About

Market Update - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Fri, 04 Feb 2022 03:00:00 GMT

Learn topics such as:

Reducing duration and interest rate sensitivity in portfolios
Is the San Diego residential real estate market bubbly?
How to find good deals in the markets in 2022
What are the best investment strategies in 2022?

Click here to learn more around this topic.

Estate Planning - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Fri, 04 Feb 2022 02:30:00 GMT

Learn topics such as:

Building a Lasting Legacy: 6 Ways for Affluent Families to Bullet-Proof their Estate Plan
The Letter of Intent: An Estate Planning Must-Have to Care for Your Family
Beneficiary Designations: Per Stirpes and Per Capita
Estate Planning Basics including Checklists
5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan

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Financial Planning Essentials - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Fri, 04 Feb 2022 02:00:00 GMT

Learn topics such as:

Building a Lasting Legacy: 6 Ways for Affluent Families to Bullet-Proof their Estate Plan
The Letter of Intent: An Estate Planning Must-Have to Care for Your Family
Beneficiary Designations: Per Stirpes and Per Capita
Estate Planning Basics including Checklists
5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan

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Information for Business Owners - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Fri, 04 Feb 2022 01:30:00 GMT

Learn more about topics such as

Tax Law and Year-End Tax Planning
- Possible changes to net investment income tax for S-Corps
- Qualified Small Business Stock exemption reduction
- Potential limited use of active pass-through business losses
Simple tax planning tactics to consider now for current year tax savings including
- Contributions to qualified plans
- Deferred invoices
- Section 179 deduction strategies
- Maximizing

Equity Compensation for High Income Earners - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Fri, 04 Feb 2022 01:00:00 GMT

Learn topics such as:

Should I Participate in My Company’s Employee Stock Purchase Plan (ESPP)?
What are the pros and cons of ESPP’s?
What are ESPP’s?
What are the advantages of ESPP’s?
Deferred Compensation: A Plan for Unlimited Retirement Savings
Getting the Most from your Company’s Benefits Package
Equity vs. Salary Compensation: Which one is

What is the track record for SIPC? How often does it bring cases? - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Wed, 29 Sep 2021 23:30:00 GMT

The SIPC has earned an impressive track record. Since its founding in 1970, the SIPC has returned 99% of eligible customer claims. The SIPC has engaged in 330 proceedings, which is less than 1% of the 40,000 broker-dealers that have been SIPC members over its history. One-third of these proceedings fell between 1971 and 1974. This spike in cases resulted from difficult years in the late 1960s when hundreds of broker-dealers were merged, acquired, or forced out of business.

Is SIPC backed by the government? - BWM Financial

hello@stratospw.com (Stratos Private Wealth) — Wed, 29 Sep 2021 23:00:00 GMT

The SIPC is not a government agency or regulator. It is a non-profit organization created under the Securities Investor Protection Act to protect consumers from financially insolvent brokerage firms. Mentioned above, the SIPC is financially backed by the U.S. Treasury’s line of credit.