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Latest From Our Blog

Stretch IRA – What Proposed Legislation Could Do to Your Wealth Transfer Plans Thumbnail

Stretch IRA – What Proposed Legislation Could Do to Your Wealth Transfer Plans

Two retirement reform bills (the SECURE Act and RESA) have been circling around Washington, and if passed, may make significant changes to many retirement and estate plans. Notably, the proposed changes outlined in the bill(s) have meaningful implications as the rules on inherited IRA’s are up for debate. Both the House and Senate have different views on the technical aspects of how tax shelters for inherited wealth could be reduced. Read our blog to learn about the differences in proposed changes for “Stretch IRA’s” and what they could mean for tax planning, wealth accumulation and wealth transfer.

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Capital Market Projections & Monte Carlo – Part 2 in series Thumbnail

Capital Market Projections & Monte Carlo – Part 2 in series

Sophisticated projections are critical to crafting a well-designed financial plan and capital market projections are one of many key inputs that play a vital role in doing that. At Centura Wealth Advisory, we pair forward looking capital market projections with the Monte Carlo Method to estimate: Probability of a client running out of money before their “end of plan” (i.e., death) Most likely “end of plan” value (e.g., wealth transfer, charitable giving purposes) Optimal asset allocation strategy for a given plan

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