DOL’s Best Interest Standard May Be Tougher Than It Looks
There were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on “best interest” and “sole interest” standards.
Mitigating Postretirement Health Expense Risk
Postretirement healthcare costs can be a significant expense, fortunately there are planning vehicles and income minimization techniques that can help.
Best (and Worst) Places to Die in 2016
While the federal estate tax is static, states continue to move chess pieces across the estate planning board, Adrienne Penta says.
The Bay State Difference for Estate Taxes
In Massachusetts, wealthy married decedents can take advantage of a separate state GTIP election.
5 Reasons to Talk to Clients Now About Responsible Investing
Two major international agreements, along with recent guidance from the DOL, are driving momentum for ESG investing.
U.S. Treasury Takes a Stand for Transparency
A rule compelling banks to identify shell company users would help stymie tax evaders and terrorists, former TARP head Neil Barofsky writes.
Traditional vs. Roth IRA, Pt. 3: The Conclusion
I used to believe the Roth was best, especially for younger investors. After a thorough examination, I have a very different opinion.
Avoiding the Tax Surprise on Capital Gains
It is critical that investors understand the potential tax impact of embedded capital gains in their portfolios.
A Better Tax Strategy: From Annual Headache to Lifelong Plan
Tax season is a particularly tough time to think long term. Call it the tyranny of April 15.
Don’t Give Stocks a Due Diligence Pass They Don’t Deserve
If mutual funds could get away with the minimal amount of disclosure that's expected of public companies, investors would probably run away.