News & Insights

What you should know about Restricted Stock Units (RSUs) Restricted Stock Units (RSUs) gained popularity as a form of employee compensation in the late 1990s and early 2000s. The use of RSUs increased as companies sought new ways to attract and retain talent, especially in the technology and startup sectors. RSUs better align the interest […]

Second-to-die life insurance can be a valuable tool for married couples planning for their financial legacy. The death benefit is paid out upon the death of the second insured person. This type of insurance can be used in estate planning to help offset tax ramifications for inherited IRAs, especially considering recent changes to how inherited […]

We’re excited to share our Quarterly Newsletter highlighting how we use technology to enhance the benefits of tax loss harvesting, strategies to avoid a huge tax bill when transferring assets, and what our CEO, Michael Durso, CFA®, learned in Q2.

What should you know about Tax Loss Harvesting? Systematic tax loss harvesting is a strategy that ShoreHaven Wealth Partners has implemented throughout our taxable investment accounts. There was no better year to implement this than 2022, as tax savings benefits hit an all-time high for clients on the 55ip Platform1. With that said, explaining what […]

We are proud to share our Second Quarter Newsletter, which, quarterly, will provide you with updates and insights on the industry, wealth management, financial planning, and our firm.

In 2010, the Roth IRA conversion law changed. Before 2010, there was an income limit on Roth conversions. If your income exceeded $100,000, you could not convert to a Roth IRA. The law was repealed permanently in 2010, enabling higher earning individuals to convert to a Roth IRA. The chief advantage of a Roth IRA […]

Anyone who has amassed assets or savings during their lifetime has an estate. While discussing the inevitable passing of a loved one can be a very sensitive and uncomfortable conversation, it is critically important to plan for how and when you want your hard-earned assets distributed. In order to make sure this happens; we recommend […]