5 Things to Know About Valuing Annuities and Other Client Assets
Determining how much any given asset is worth, and when, may be complicated.
3 Types of Designated Beneficiaries You Must Understand
The rules for spouses, unmarried partners and children are different.
IRA Beneficiary Designation Forms
So, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
Required Minimum Distributions and an Account Holder’s Death
IRC Section 401(a)(9) spells out the rules that govern what happens to the account value.
12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
Sometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
Spousal Consent Rules and Marriage Contracts
With respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.
100 questions to ask in an estate planning interview
The initial interview is critical in estate planning, both to shield against malpractice concerns and to ensure a stable and mutually beneficial client-advisor relationship.