During times of volatility, such as we are in now, people ask "Is there something I can do with my portfolio?".?Yes, absolutely! There are some very strategic moves that you can make to position yourself for the future.?As an example, Roth Conversions and Backdoor Roth Contributions can help you take advantage of tax-efficient retirement accounts to catch future upside after a major pullback. If you want to learn how it works, check out my new white paper for LCR Wealth Management.
关于我们
LCR Wealth Management is an SEC Registered Investment Adviser based in Westport, Connecticut. Registered investment advisers have a fiduciary responsibility to place their clients’ interests above their own. LCR Wealth has been set up to offer truly independent and personalized advice to successful families that want to know their interests come first.
- 网站
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https://lcrwealth.com/
LCR Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Westport，Connecticut
- 类型
- 私人持股
- 创立
- 2021
- 领域
- Financial Advice、Fiduciary、HNW、Financial Planning、Investments和Portfolio Management
地点
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主要
获取路线
315 Post Rd W
200
US，Connecticut，Westport，06880
LCR Wealth Management员工
动态
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Have you heard of GIFT City? Despite the name, it’s not a Christmas-themed metropolis. GIFT City stands for Gujarat International Finance Tec-City. It’s a new development in India that, along with new regulations and legislation, is reshaping the financial services landscape. GIFT City has the potential to massively improve HNW Indians’ flexibility in moving capital as well as investing capital overseas. To help our clients better understand these new developments, we spent time researching GIFT City and speaking with our expert partners in the region. Using our research, we created the below whitepaper. It’s intended as a guide tailored specifically for Indian HNW families, so that they can get a handle on the new rules, regulations, and more importantly, opportunities. If you’re interested in learning more about GIFT City, reach out to LCR Wealth Management or one of our advisors. We’d be more than happy to speak with you. #GIFTCity #India #Finance #LRS #Wealth #LCRWealth https://hubs.li/Q02y9gYm0