UBS On-Air: Conversations

Leora Zach, Client Solutions Specialist for our Family Office Solutions, sits down with Stefan Zachar and Rebecca Bux from PinnacleCare to discuss why families with significant wealth could benefit from a private health advisor and the current state of the healthcare landscape in the US.

Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Kirby Rosplock, PhD Founder and CEO of Tamarind Partners to discuss how education and family governance go hand in hand especially when it comes to preparing the next generation for the responsibilities of the wealth they are born in to and the complexities that come with it.

Ainsley Carbone, a Retirement Strategist at the UBS Chief Investment Office, joins Justin Waring to tackle the nuanced differences between traditional and Roth retirement accounts. They delve into vital topics such as contributions, tax implications, and the importance of strategic planning. The discussion also highlights how future tax rates can influence investment choices and underscores the necessity of regular account reviews for optimal tax savings. They advocate for personalized approaches in retirement planning, emphasizing collaboration with financial advisors.

As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join to discuss strategies that investors can leverage in order to prepare. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on World Autism Awareness Month, an internationally recognized month to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman

Joanna Morrison, a Senior Wealth Strategist at Advanced Planning Group, shares her expertise in estate and tax planning tailored for high-net-worth individuals. She discusses crucial insights from this year's planning guide, including effective tax strategies and the implications of potential changes in gift and estate exemptions. Joanna emphasizes the importance of proactive planning with gifting strategies and Qualified Personal Residence Trusts (QPRTs), especially in light of evolving IRS regulations. Listeners gain valuable advice on navigating state tax challenges post-relocation.

This month we examine the evolution of the green labor market landscape, along with a look at shareholder engagement when it comes to the energy transition. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy

Jennifer Neundorfer from January Ventures discusses the importance of family offices considering emerging managers in venture capital investments. They explore strategies for successful investments, the dynamics of family office partnerships, and the optimistic outlook for the venture landscape in 2024.

During Frieze Los Angeles week 2024, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by three phenomenal leaders in the art world: Erin Christovale, Curator at the Hammer Museum, Bridget Finn, Director, Art Basel Miami Beach, and Mary Rozell, Global Head of the UBS Art Collection at the Hammer Museum. The group discusses emerging art communities using Los Angeles as a lens.

Exploring the details and limitations of transferring excess funds from a 529 college savings plan to a Roth IRA after the Secure 2.0 Act, with a maximum lifetime rollover of $35,000 per beneficiary and various restrictions. Insights on complexities of Roth IRA rollovers, 529 accounts, rollover limits, income constraints, and state tax implications. Navigating the step-by-step process of requesting distributions from a 529 plan for Roth IRA rollovers, direct payments to the IRA custodian, and IRS reporting requirements. Understanding 529 account eligibility and compliance, seeking professional guidance for updates, and clarifying roles of UBS Financial Services Inc.