IRA Beneficiary Designation Forms
So, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
As the World Churns: Avoiding Tax Planning Disaster by Avoiding Anti-Churning Rules
The anti-churning rules have created a complex and burdensome trap and catch more M&A transactions than you might suspect.
Driving Technology Innovation From a Utah Ski House
The Orion FUSE conference is hitting its stride as a driver of technology innovation.
The Life Insurance Healthcare Savings Bank
Because HNW clients are unlikely to ever qualify for means-based Medicaid coverage, a strategy for covering these expenses can be even more important.
5 More ‘One Liners’ for Asking Friends to Do Business With You
Here are more ways to move the conversation from the weather to what your friends desperately need.
Planning for the Suddenly Wealthy: Call In the SWATT Team
Coming into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
After-Tax 401(k) Contributions: How Do They Stack Up?
Most clients don’t fully understand the rules governing after-tax contributions and may mistakenly be equating this option with the Roth option.
4 Basic Retirement Income Risks to Manage
There are plenty of things your clients can worry about. Here’s what they must worry about.
How the Clients You Don’t Take Can Grow Your Firm
When a prospect doesn’t meet your firm’s minimums, instead of turning them away, take the meeting.
Don't Expect Trump and Congress to Do Anything
The author contends that the president is ‘all hat and no cattle.’