In-Plan Roth Accounts: What Advisors Need to Know
Understanding the differences between in-plan Roth accounts and traditional Roth IRAs is increasingly important for advisors.
Using a Stock Swap to Maximize Clients’ Compensation
In the current market, executives who receive company equity are seeking ways to maximize their wealth in a tax-efficient manner.
The CRT: Give to Charity, Supplement Retirement Income
There’s been a resurgence of interest in the charitable remainder trust—here’s how to determine if it’s appropriate for your clients.
A Simple Strategy for Achieving Clients’ Charitable Goals: the Donor-Advised Fund
Your clients don’t need the mega-wealth of a Warren Buffett to have philanthropic aspirations, nor need they worry about complicated giving strategies.
Charitable Giving: Good for Clients’ Charities, Taxes and Financial Plans
Equity-owning clients with low cost basis positions can benefit from a tax-efficient charitable strategy that complements the overall financial plan.
2014 Advisor Hall of Fame
Now in its 24th year, Research magazine's eagerly awaited benchmark of industry excellence honors five.
Cold Call Script Writing Lesson
Let’s look closely at these two cold calling scripts. The first has a chance of success. The second has no chance.
PBGC Halts Employer Shutdown Cases
After complaints, PBGC said Tuesday that it is placing a six-month moratorium on the enforcement of facility shutdown cases.
Wealthy Clintons Use Trusts to Limit Pain of Estate Taxes
Bill and Hillary Clinton have long supported an estate tax to prevent the domination of inherited wealth. That doesn’t mean they want to pay it.
Tax Shelters and Abusive Tax Shelters: What Are They?
Tax facts experts look at tax shelters and abusive tax shelters.