Elizabeth Warren Has Five More Bad Ideas
Some of Warren's ideas could have consequences counter to what she says her goals are: helping workers, raising incomes and ensuring the system is fair.
GRAT Valuation Discounts Disappearing Soon
Clients have a short window to use valuation discounts for transfers of interest in family businesses under Treasury’s current rules.
Small Business Group Health Insurance: The Sequel
As the labor market improves, many small business owners want to adjust existing policies to remain competitive—especially in light of Obamacare. Here’s how to help those clients.
In Normal Campaign Season, Candidates Could Have Tax Debate
Both Clinton and Trump evade some specifics, but there's enough for a substantive debate.
The No-Taxes Retirement Plan Distribution Strategy
There is a variety of circumstances under which a client can take tax-free (or reduced tax) distributions from a retirement plan.
5 Tips on Estate Planning to Avoid Common Pitfalls and Distress
You may be the first to spot potential estate planning problems and address them before it is too late.
3 IRA Transactions Exempt From DOL Fiduciary Level Fee Rule
There are three recommendations that are fiduciary in nature and automatically result in prohibited transactions under DOL's fiduciary rule, and they all involve IRAs.
Helping Clients Understand Why They Shouldn’t Fly, or Jump
There are cogent reasons why investors, like airline passengers, shouldn’t go it alone, our data shows.
What Advisors Need to Know About Factor-Based ETFs
In order to explain the potential advantages and risks to clients, advisors need to understand how factor-based models differ from typical buy-and-hold approaches.
Cutting Small-Business Health Coverage Risks With HMRAs
A traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.