Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up Contributions
The bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.
11 Facts to Know About Catch-Up Contributions
As the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
How to Help Clients Manage Their Most Precious Assets
They are collectibles, which about 25% of wealthy investors own, but many haven't had their collections appraised or insured.
4 Common Questions About End-of-Year Charitable Giving Strategies
Congress could change the rules soon, but, for now, these are the rules.
How Wealthy Parents Can Raise ‘Wealthy and Wise’ Children
There are many ways FAs can help well-to-do clients transfer assets to their children, but some do more harm than good, Coventry Edwards-Pitt tells ThinkAdvisor.
Why Donors Who Want to Give More Often Don’t
Personal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.
Annuities and Trusts: A Tricky Combination
If you combine an annuity with a trust without getting good legal advice, well, good luck with that.
GOP Tax Reform Bill Unveiled: A First Look
The bill does contain a few twists — especially with respect to popular itemized deductions and small-business taxation.
7 Steps to Crafting a Philanthropic Mission Your Clients Will Love
Your clients value your financial expertise, but they are likely searching for something more than tax structuring.
GOP Tax Plan Increases Need for Estate Planning Flexibility
For high-net-worth clients, the key principle today is keeping options open.