5 Steps to Take Now on Year-End Tax Harvesting
December is when you should gather data on your clients’ 2015 mutual fund capital gains distributions and take action.
Optional Death Benefits Broaden Investment-Only VAs' Surge
Unlike sales of most other variable annuities, IOVAs are gaining steam, and some have optional death benefits.
Why We’re in a Bull Market for Donor-Advised Funds
The benefits to many clients are clear — in fact, there are at least 12 — and the timing is right.
What You Need to Know About Fee-Only Annuities
If you're an RIA who has put clients into fee-only annuities, watch the tax consequences of those fees.
The Costs and Benefits of LTC Hybrids
The market for “hybrid” long-term care insurance products has been flooded as premium costs have soared.
Choosing Technology for Your Advisory Firm—CRM and Financial Planning
Both software tools sit at the center of a planner’s practice. Here are some issues to consider, and resources to help you decide.
4 Steps to Insuring Clients’ Valuable Artwork at Every Stage
Less than 1% of any piece of art’s life is spent in transit, but transit-related losses account for 18% of all art insurance claims.
About That Roth Conversion Cure: Watch the Side Effect
Clients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
Advisor Reliance on Compliance Consultants Hangs in the Balance
Robare has morphed from an alleged conflict of interest case into one that calls into question advisors’ reliance on compliance consultants.
Protecting the Wealthy New Kids on the Block
The traditional hierarchy of younger people working for older people has flip-flopped, but many young entrepreneurs are not adequately protecting their present and future well-being.