Using Kwanti’s Portfolio Lab Software With Clients
You may not have heard of Kwanti, but it has a great portfolio analytics tool that’s worth your consideration.
Maximizing Retirement Benefits of Spousal IRAs for Non-Working Spouses
Retirement income planning for non-working client spouses can be more involved, but done right, a spousal IRA benefits both spouses.
The Rich Are Different. They're Better Investors.
New research shows that differences in investing skill may be a factor behind the rise in inequality.
School Daze: Limiting Liabilities of College Students
It’s understandable that college students will make poor decisions, but ensure your clients are protected from those risky choices.
Roth IRA Conversions: Silver Lining to Market Downturns
Paying attention to market swings can allow your clients to take advantage of benefits that, in some cases, can only be produced by careful timing.
4 Ways to Prepare Families for a Smooth Wealth Transfer
When wealth holders team up with a savvy advisor to teach their children how to manage wealth responsibly, many problems can be avoided.
8 Issues to Address in Your Advisory Contracts
Yes, a prudent investment advisory contract would include more than mere boilerplate, but don’t overlook the basics.
No Taxation With Diversification
An exchange fund — aka a stock swap fund — can help clients diversify out of their concentrated holdings without the immediate tax hit.
Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice
What vehicle do young tech billionaires, retired farmers and kids too young for a driver’s license share? Donor-advised funds.
How to Save a Spousal IRA Rollover
A common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.