7 Threats That Can Derail a Client’s Retirement
Beyond basic threats to retirement income like market risk and interest rate risk, here are seven issues that advisors often overlook.
Helping Clients Set the Date—For Retirement
It’s all about building a portfolio that has the productive power to fund after-tax lifestyle expenditures over increasing life expectancies.
Modified Endowment Contracts’ Role in Estate, Post-Retirement Planning
Don’t dismiss modified endowment contracts (MECs), despite their tax consequences, for the role they can play in estate and post-retirement health care planning.
Top Portfolio Products: Deutsche Bank Launches ETFs Tracking China, Subordinated Debt
Pax World adds a fossil-free fuel fund as AMI rolls out a large-cap growth product.
Grieving Clients, Sensitive Advisors
Communication with the bereaved is an increasingly important advisory skill.
Alternative to a Spousal Lifetime Access Trust: One-Way Buy-Sell Deal
A one-way buy-sell agreement can ensure that a business-owning client’s dual goals—spousal income security and an orderly business transition—can be met.
Turning Compliant Clients Into Top Referral Advocates
Careful compliance can build extraordinary client loyalty and make them “angel advocates” for your firm, says Katherine Vessenes.
The Taxation of Life Insurance Policy Loans
The Tax Facts experts sift through the complexities of loans on life insurance polices.
Avoiding the Generation-Skipping Transfer Tax on Life Insurance Proceeds
The Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
Doctor Performs Autopsy on U.S. Retirement System
Failure to raise the retirement age will be cited on America’s death certificate if we don't act, Dr. L. Stephen Coles says.