How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Many advisors are betting rising taxes for the wealthy over the next couple years, and are bracing clients for such a possibility, looking at Roth conversions, earned income, capital gains, and charitable contributions.
UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a...