Posts by Erika Baldwin
Global Commentary Q2
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreBackdoor Roth Contributions
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreJune Update – What We’re Watching
IRS Rates | June 2025 [1] Applicable Federal Rate The Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS before a loan is deemed a gift. The purpose of this restriction is to prevent gifts from being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates…
Read MoreRoth Conversions
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreOwning and Gifting Real Estate
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreMarch Update – What We’re Watching
IRS Rates | March 2025 [1] Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are low,…
Read MoreAnchor Welcomes Newest Member of the Private Client Team
Anchor Welcomes Newest Member of the Private Client Team Anchor Capital Advisors Welcomes John E. LeVangie as Wealth Strategist to the Private Client Team Boston, MA – February 20, 2024 – Anchor Capital Advisors is pleased to announce the addition of John E. LeVangie to our Private Client Group as a Wealth Strategist. John…
Read MoreGlobal Commentary Q4
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreDecember Update – What We’re Watching
IRS Rates | December 2024 [1] Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are…
Read MoreThe AI Revolution & Its Impact on the Investment Landscape
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreJune Update – What We’re Watching
IRS Rates | June 2024 [1] Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are low,…
Read MoreMay Update – What We’re Watching
IRS Rates [1] | May 2024 Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are…
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