March 3, 2020

Ringing in the New Year with the SECURE ACT

Effective January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act implements a number of new rules for retirement savings plans. Most notably, the SECURE Act makes changes to the Required Minimum Distribution (RMD) age for traditional IRAs, repeals the maximum contribution age for traditional IRAs, and eliminates the tax efficient “stretch” rules on qualified plans for nearly all non-spousal beneficiaries. Read more here...

Related

Reporting Built Around the Client

While explaining portfolios can seem complex, Biltmore Family Office explains our client's wealth in a language the client can understand.

Due Diligence - What is it and why is it Important to my Family

Biltmore Family Office searches for investment managers that will drive return out of a special investment edge, a market inefficiency, and/or a temporary mispricing.

BFO - A Collaborative Family Office

Biltmore Family Office is an independent SEC-registered advisor to investment-oriented business owners and their families.