Stephen D Smith

CFP®
CIMA®
Senior Vice President Wealth Management
California Insurance License 0E36971
/*********/

[Stephen D Smith @StephenSmithUBS]

A compelling strategy to help kick start your child's retirement savings with excess 529 funds. https://t.co/UDhjoqSHWH

[Stephen D Smith @StephenSmithUBS]

Check out this new alert from the UBS Advanced Planning Group discussing Washington State's new income tax. https://t.co/906g2aNstl

[Stephen D Smith @StephenSmithUBS]

Check out this new alert from the UBS Advanced Planning Group summarizing California's proposed wealth tax (also known as the billionaire tax). https://t.co/TsWLTmvr4M

[Stephen D Smith @StephenSmithUBS]

The greatest transfer of wealth is underway. With it, the very definition of what wealth means. In this new era, the best wealth strategy starts with you. https://t.co/s0TlhM5Y7s

[Stephen D Smith @StephenSmithUBS]

What is the FIRE movement? The FIRE movement is challenging conventional ideas about money, career, and freedom. https://t.co/RXGz0yzJPh

[Stephen D Smith @StephenSmithUBS]

Check out this new alert from the UBS Advanced Planning Group discussing a recent IRS memo on the potentially abusive use of a limited liability company to claim an income tax charitable deduction. https://t.co/iod4dcEFju

[Stephen D Smith @StephenSmithUBS]

2026 Walk for Wellness House https://t.co/jbXA0OSx38

[Stephen D Smith @StephenSmithUBS]

Today's tax landscape can be complex. That's why UBS Advanced Planning Group identified top planning ideas to guide you as you consider planning opportunities throughout the year. https://t.co/ouC2xaCYnV

[Stephen D Smith @StephenSmithUBS]

Looking to optimize your IRA withdrawals and minimize taxes?

This latest report explores practical strategies—including Roth conversions, life insurance, and charitable giving—to help you make the most of your retirement assets. https://t.co/u6PntPQkgB

[Stephen D Smith @StephenSmithUBS]

Check out this new alert from the UBS Advanced Planning Group highlighting five timely income and wealth transfer tax planning ideas. https://t.co/HEi9ujFnNh

[Stephen D Smith @StephenSmithUBS]

What does the surprise rebound in M&A signal for future exits? https://t.co/LzoV0Khrnj

[Stephen D Smith @StephenSmithUBS]

Retirement planning, longevity and how to build confidence through a wealth management plan. https://t.co/baiI4Be5zC

[Stephen D Smith @StephenSmithUBS]

What to expect from Washington in 2026 https://t.co/REpBUMLPwp

[Stephen D Smith @StephenSmithUBS]

An excellent synoposis from Ulrike Hoffmann-Burchardi, UBS CIO for the Americas, of the conflicting views related to the transition toward debt-financed AI capex spending and the risk/reward outlook. https://t.co/TVrOGOIf6I

[Stephen D Smith @StephenSmithUBS]

Health care is transforming amid policy shifts and demographic trends, drawing investor interest. As longevity shapes global markets, biopharma and medical innovation are emerging as key drivers of portfolio strategy. Watch the full show here.
https://t.co/TmJL4y6qkO

[Stephen D Smith @StephenSmithUBS]

Check out this new alert from the UBS Advanced Planning Group where the author details several 2026 inflation-adjusted amounts for income, gift, and estate taxes. https://t.co/UtSMmZVc2E

[Stephen D Smith @StephenSmithUBS]

Check out this new piece from the UBS Advanced Planning Group. https://t.co/8OjCQT5bid

[Stephen D Smith @StephenSmithUBS]

Check out the new UBS Advanced Planning Group's whitepaper where the authors highlight the top ten year-end planning topics, covering income tax planning, wealth transfer planning, charitable giving, and more. https://t.co/SYvaEwqNzf

[Stephen D Smith @StephenSmithUBS]

October is Cybersecurity Awareness Month. What can you do to outpace ever-evolving cyber threats? Learn about five essential steps you can take to stay cyber safe. https://t.co/ytLOFgddSc

[Stephen D Smith @StephenSmithUBS]

Retirement planning hinges on achieving fundamentally contradictory objectives: To preserve wealth; to avoid outliving one's savings; and to maximize growth potential. https://t.co/Zk3p1Nr5ky