Required Minimum Distributions and an Account Holder’s Death
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Edwin P. Morrow, Martin M. ShenkmanIRC Section 401(a)(9) spells out the rules that govern what happens to the account value.
September 08, 2017
Real Estate, the Original Alternative Investment, Makes More Sense Than EverConcerns about unrealistically high valuations and geopolitical risk are causing some investors to rethink how much of their portfolios they want allocated to stocks.
September 08, 2017
Advisor’s Buy-Sell Agreement Is Triggered by TragedyAdvisor Kevin Skipper signed a buy-sell agreement with our firm. Five months later, he died unexpectedly. Here's what we learned.
September 07, 2017
The Basics of Establishing an Irrevocable Life Insurance TrustAn ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.
September 07, 2017
The Four People Advisors Need on Their Team Before Trouble StartsWhether youre running a three-person shop or Fidelity Investments, you have to make hard decisions that are often unpopular with some, or even all, of your employees.
September 07, 2017
Fed Policies Aren't to Blame for Distorted Asset PricesThe author contends that the real bad guy is the free market.
September 07, 2017
Legal Arrangements Other than MarriageHere's another look at how clients' household arrangements can affect planning strategies.
September 06, 2017
Trump's Reversal of Obama Policies Is SelectiveThe author wonders why Trump appears to be going easier on ACA subsidy users than on child immigrants.
Commentary