IRA Beneficiary Designation Forms
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Edwin P. Morrow, Martin M. ShenkmanSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
September 12, 2017
The Life Insurance Health Care Savings BankBecause HNW clients are unlikely to ever qualify for means-based Medicaid coverage, a strategy for covering these expenses can be even more important.
September 12, 2017
5 More ‘One Liners’ for Asking Friends to Do Business With YouHere are more ways to move the conversation from the weather to what your friends desperately need.
September 12, 2017
Planning for the Suddenly Wealthy: Call In the SWATT TeamComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
September 12, 2017
After-Tax 401(k) Contributions: How Do They Stack Up?Most clients dont fully understand the rules governing after-tax contributions and may mistakenly be equating this option with the Roth option.
September 12, 2017
4 Basic Retirement Income Risks to ManageThere are plenty of things your clients can worry about. Heres what they must worry about.
September 11, 2017
How the Clients You Don’t Take Can Grow Your FirmWhen a prospect doesnt meet your firms minimums, instead of turning them away, take the meeting.
September 11, 2017
Don't Expect Trump and Congress to Do AnythingThe author contends that the president is all hat and no cattle.
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