HSA compliance: Tell clients about the traps!
By Duncan Van DusenHealth account programs are great when they are well-run. Make sure your clients' programs are well-run.
September 25, 2012
Before you build that retirement plan…Have your clients updated their beneficiary designations? Thats just one of the factors you need to consider when building a retirement plan.
September 24, 2012
Will Australian Financial Reforms Be a Template for the U.S.? Pt. 2Changes include a ban on investment commissions and fiduciary duty for those giving advice.
September 24, 2012
Recharacterizing Roth IRAs: It Might Still Make SenseLooming tax increases for 2013 provided your clients with motivation to convert their traditional IRAs into Roth IRAs last year. It is important to re-examine those conversions before this years recharacterization deadline.
September 24, 2012
A closer look at the Medicaid SPIA marketplaceChanges to state Medicaid laws have actually made appropriate Medicaid SPIA planning acceptable.
September 24, 2012
A closer look at the Medicaid SPIA marketplaceChanges to state Medicaid laws have actually made appropriate Medicaid SPIA planning acceptable.
September 24, 2012
Do New Financial Planners Focus Too Much on a Partnership Career Track?Ultimately, the reality may be that only a few newer planners really have the inclination to be a partner.
September 24, 2012
LTCI Watch: ScootersThe battle over grampsmobiles shows why elder finance is spinning its wheels.
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