Popular IRAs, Annuities Have Downsides
A CPA, wealth manager and lawyer share tips for investors on these common investment vehicles.
10 Ways Annuities Can Benefit Estate Plans
A principal goal of many estate plans is to provide income to heirs. This goal can often be achieved with immediate or deferred annuities.
Can a Twitter Freeze Slash Your Client’s Tax Bill?
Although it might seem that your clients have little in common with Twitter’s executives, the company’s IPO documents suggest otherwise.
Tax Court Provides Help for Estate Planning Using Gift Tax Valuation
Reversing course, the Tax Court recently blessed a valuation strategy for lifetime gifts that can be used to reduce overall estate tax liability.
How Heritage Financial Uses Withdrawal Rates and Alts for HNW Clients
Everyone has budgetary issues, regardless of net worth, says Heritage’s Charles Bean. “We’re managing clients’ cash flow and spending habits regardless of portfolio size.”
What Advisors Need to Know About the New Reverse Mortgage Rules
Get ready to field more questions about the pros and cons of reverse mortgages — and how to use them as an estate planning tool.
Preparing Your Clients for the Digital Afterlife
Estate planners have started to see more clients’ digital assets outlive them, and they’re now tasked with helping families manage that digital legacy.
4 Financial Planning Profiles That Determine Consumers’ Future Success
In something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.
New Features Prompt Reassessment of Whole Life Insurance
Insurance carriers have taken steps to bring whole life products back to relevance in today’s competitive environment.
You Can Live Abroad, but You Can’t Shake U.S. Taxes
If you’ve got clients who are U.S. citizens but are living outside the country, they’re still liable for income, gift and estate taxes.