Gift Tax Annual Exclusion
You may be able to shrink your taxable estate and support your family today. Discover how the annual gift tax exclusion turns generosity into a powerful planning strategy.
Financial Education, Insights & Resources
Stay informed with professional insights on retirement planning, investment strategies, tax planning, and wealth management from our San Diego-based financial advisors.
At Wealth Manager Group, we believe informed clients make better financial decisions. Our library of educational videos and articles covers key topics like retirement planning, tax strategies, college savings, and investment management to help individuals and families in San Diego and across the U.S. build long-term wealth.
Converting an Asset to An Income Stream with a CRT
Feeling stuck with highly appreciated assets you can’t sell without triggering taxes? Discover how a Charitable Remainder Trust can unlock income, reduce taxes, and support the causes you care about.
Required Minimum Distributions (RMDs)
Find out what accounts require RMDs, when you have to take them, how much you have to take, how you are taxed on the distribution and more.
Buy-Sell Agreements
This article breaks down the three main types of buy-sell agreements. These agreements dictate the terms of a future sale of a business interest, ensuing continuity of ownership and management.
Smart Mid-Year Moves
The smartest financial moves happen year, when you have time to make adjustments before year-end. What to look for.
Financial Advice For Every New Grad
Graduating is exciting, but figuring out your money in the real world can feel overwhelming. This post breaks down simple, practical advice every new grad can use to start strong.