One Year Later: How Same-Sex Marriage Rights Have Changed LGBTs’ Financial Lives
The marriage rate of same-sex couples has more than tripled since 2012, according to a Prudential survey.
Excess 529 Plan Funds: Putting Them to (Tax-Preferred) Work
The rules governing excess 529 college savings funds are nuanced and surprising, so the devil's in the details when it comes to maintaining their tax-preferred status.
IRS Makes Charities’ Financial Data Easily Accessible
Nonprofits' Form 990 data will be available for the first time in a machine-readable format through Amazon Web Services.
IRS Re-Opens REIT Loophole for $58B NSAM Deal
Treasury says that its recently-announced regulations will be corrected “to give effective date relief” for conversions before Dec. 7, 2015.
Obama Vetoes Anti-DOL Fiduciary Rule Resolutions; Date Set for Lawsuit
National Association for Fixed Annuities lawsuit against DOL seeks a preliminary injunction to stay the rule.
New Estate Planning Strategies for a Post-Portability World
In particular, if your clients are still relying on credit shelter trusts set up before 2013, beware the adverse tax consequences.
In Defense of Gold as a Defensive Asset
The Fed is behind the curve on rate hikes, and that’s good news for gold investors.
Nearly Half of Advisors Don’t Offer Social Investing: TIAA
There's a lot of misunderstanding around socially responsible investing — 40% of investors aren't even sure if they own such investments, TIAA reports.
Adding Value After the Death of a Client’s Spouse
The loss of spouse is one of the most painful events a person will ever endure; the advisor can play a key role in healing.
Mitigating Postretirement Health Expense Risk
Postretirement healthcare costs can be a significant expense, fortunately there are planning vehicles and income minimization techniques that can help.