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Author Archive for Chris Jay

About Chris Jay

Chris Jay serves as a Portfolio Analyst at Doyle Wealth Management. He brings over eight years of experience in the financial services industry. As a Certified Financial Planning practitioner, his expertise is working with clients to review their retirement, insurance, tax, and estate planning needs, and working with them to create an investment strategy that aligns with each client’s unique goals and preferences.

“Looking Through” Your Trust as an IRA Beneficiary

Many Americans have a retirement account such as a 401(k), 403(b) or IRA during their lifetime to supplement income in retirement. As with all traditional pre-tax accounts, most know that withdrawals will be taxable as income and mandatory distributions are required starting at age 70.5. We do get a lot... read more →
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Leaving More Than Just An Estate

Oftentimes, the terms estate planning and legacy planning are used interchangeably. While both are important, they are very different. Estate planning utilizes wealth transfer strategies, beneficiary designations, and legal documents such as a Will or a trust to efficiently guide the transfer of assets upon death. Legacy planning considers how... read more →
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