News & Insights

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.
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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 […]
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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.
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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 The law was repealed permanently in 2010, enabling higher earning individuals to convert to a Roth IRA.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 […]
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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 […]
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Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Forbes and discussed how people who work in finance can benefit from hiring an advisor.
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Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Forbes about ways advisors can go above and beyond for clients.
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Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Financial Advisor IQ regarding finding top talent.
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