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September 17, 2015
Now that you have wealth, you may desire to gift it to your family or a charity. This tool will help you understand the potential impact of gift taxes.
To use this calculator click here.
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Not sure where to start? This Tool will help protect your best interests during a Financial Windfall.
Often wealth is inherited without education on how to invest or manage it. This Article talks about issues with lump sum inheritance, and tax consequences.
*Wealth management services through INVEST are made available by Beneficial Advisors, LLC, a wholly-owned non-bank subsidiary of Beneficial Bank. Financial Advisors of Beneficial Advisors, LLC are Registered Representatives of INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered investment advisor. INVEST is not affiliated with Beneficial Advisors, LLC or Beneficial Bank. INVEST, Beneficial Advisors, LLC and Beneficial Bank do not provide tax or legal advice. Please consult your tax and/or legal advisor for guidance on your particular situation. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are: Not a deposit or other obligation of any bank – Not insured by the FDIC – Not insured by any Federal Governmental Agency – Not guaranteed by Beneficial Bank or any of its affiliates – Subject to Investment Risk, including possible loss of principal.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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Broadridge Investor Communications, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to an individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by the law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable - we cannot assume the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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MAY LOSE VALUE
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