Advisors Urge Investors: Don’t Panic
Their advice to clients as markets plunged: Don’t panic, review your portfolio and — if your stomach can handle it — consider buying more stocks.
Come April, if not earlier, taxes occupy a huge space in your clients’ brains. If you’re providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
Millennials Prefer Roth IRAs (and Boomers Should, too): T. Rowe Price
Recent T. Rowe Price research suggests Roth IRAs could be more advantageous than traditional IRAs for most investors, even many near retirement.
2 Tax-Efficient Savings Strategies for Right Now: Tax Season Lesson, Pt. 2
Here are some counterintuitive strategies to save money in the most tax-efficient manner today (which might change as the IRC changes).
Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship Group
In the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.
Tax Planning Advice: Helping Clients Hire a Qualified Expert—Andrew Rice
Some things are best left to an expert. Keeping up with the complex, ever-changing tax code may be one of them.
Tax Planning Advice: Help Clients Organize Their Documents—Andrew Rice
Getting clients to organize their tax documents can be time well spent.
Tax Planning Advice: Create an Efficient Process for Clients—Andrew Rice
Helping clients create an efficient process for gathering tax papers can result in better, more effective tax planning all around. No more shoeboxes.
23 Days of Tax Planning Advice: AdvisorOne Special Report
What advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.
Clarity Comes to Estate Planning With Tax Bill's Passage
Provisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’