The Case for Skipping the 401(k)-to-IRA Rollover
When a client changes employers, the most likely course is to roll the 401(k) funds into an IRA. However, there are important scenarios in which an IRA rollover is not the best move.
Untangling the FATCA Web for Hedge Funds (Next Up: GATCA)
Think that since there is no IRS registration reqirement, U.S.-domiciled funds aren’t subject to FATCA? Think again.
Using a Stock Swap to Maximize Clients’ Compensation
In the current market, executives who receive company equity are seeking ways to maximize their wealth in a tax-efficient manner.
Has Deborah Fox Cracked the Millennial Code?
The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
Home Security Cameras: ‘Gotcha Cams’ Deter or Detect Crimes, at a Cost
The market for “pinhole” video cameras is booming, but high-net-worth families should know the disconcerting legal consequences for their improper use.
The 401(k) Loan: Friend or Foe for Clients?
Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
10 Myths About Risk Tolerance and How to Accurately Measure It
There are many myths about risk tolerance and how it can be applied in financial planning. Two authors from FinaMetrica clear up the confusion.
How to Dodge the New Medicare Surcharge Bullet
The new Medicare “Doc Fix” law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
Managing the Risks of HNW Clients’ Global Travels
When wealthy people take a trip abroad, their jewelry, designer clothing, artwork, nannies and even their automobiles travel along.
Annuities, Insurance, Investments: A Triple Crown Retirement Income Strategy
Wade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.