Combine ILITs With IRA Trusts to Maximize Inherited IRA Benefits
Estate planning for IRA assets can be complicated. An irrevocable life insurance trust with an IRA trust can provide a solution.
Oil's Rebound and Other Wrong-Way Forecasts
It's not just energy forecasters who make mistakes. All of Wall Street has an unfortunate tendency to try to divine the future by looking at chicken entrails.
Will Active Share Be the Robo-Advisor Killer?
Research shows that fund managers who don't blindly follow their bogeys can outperform. Picking them can justify your advice, and your fees.
Millennial Planner Finds Success With Millennial Clients
Planner Kristen Euretig provides millennials with a nuts-and-bolts yet holistic approach to financial planning that’s designed to get them firmly on their feet.
5 Big Questions for Janet Yellen
When Fed chief Janet Yellen delivers her semi-annual testimony to Congress on Wednesday, she should be asked these key questions.
Obamacare's Cadillac Tax Will Not Survive
Due to its unpopular nature, the Obama administration is now floating a plan to scale back the tax in high-cost areas.
Due to LTCI's Cost and Need, Short-Term Care Insurance Takes Off
Half of all long-term care coverage is for less than one year’s worth of care. Enter short-term care insurance.
Matching What Investors Want With What You Offer
It's important that you get the right clients. Here's a questionnaire to help prospects determine if you're right for them.
How to Protect Clients’ 401(k)s in Messy Markets
You can navigate the current stock selloff to expand your household AUM to include 401(k) plan assets within self-directed brokerage windows, Ric Lager says.
4 Reasons to Cheer the January Jobs Report
January's report offers good news for the economy and should cheer financial markets, if they can look beyond their obsession with central bank liquidity support.