Meet your Mesirow Wealth Management team
We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
We invest in what matters
Our team is passionate about philanthropy and believes in the power of giving back to the community. We not only commit to this personally, we also work with our clients who choose to include charitable giving as part of their financial plans.
In addition to being active in his church, Norm has a passion for helping babies and children in need. Locally, this takes the form of support for special needs organizations such as Trinity Services, Greetings Galore & more, Special Olympics Illinois, and The Miracle League, which teaches special needs children the joy of baseball. Globally, Norm's family sponsors children in Ghana through Compassion International and started a Baby and Mom Survival Program there, which provides essential care from pregnancy through a baby’s first year of life. They also support World Relief's efforts to serve the most vulnerable, especially in Malawi.
Compassion International
One of the non-profits closest to Norm and his family's hearts is Compassion International, a non-profit that enables people to help children in need gain the means to escape poverty.
Financial guides
Additional resources
Legacy Checklist
When a loved one passes, what happens next? This checklist was created to provide you with a series of tasks and suggested timelines to keep you organized.
Financial planning tips
Roth 529 Conversion
Money left over in 529s can always be transferred to another family member’s 529, or it could be withdrawn from the account — which would incur a 10% penalty on investment earnings plus you would have to pay taxes on the earnings as well. Beginning in 2024, there is a new alternative — as part of the Secure 2.0 Act, leftover funds in a 529 account can be converted to a Roth IRA with no penalties or taxes.
IRA Tax smarts
Your IRA most likely represents a significant portion of your long-term retirement savings, and can also play an important role in annual tax planning. Depending on your situation and goals, you might want to consider whether a Traditional IRA or a Roth IRA makes the most sense, whether your required minimum distributions can be given to charity, or whether you should accelerate your IRA distributions.
Taxes and charitable giving
With the change in tax code a few years ago, many affluent individuals and families who used to itemize now qualify for the standard deduction instead, which can impact the deductibility of charitable gifts. Throughout our history, Mesirow has had a strong philanthropic culture, so charitable giving is a wealth planning area in which we are very experienced and eager to help provide some new ideas. This article outlines how you can integrate charitable giving into their financial plan and still enjoy some of the tax benefits long associated with gifting.
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