Excess 529 Plan Funds: Putting Them to (Tax-Preferred) Work
By William H. Byrnes, Robert BloinkThe rules governing excess 529 college savings funds are nuanced and surprising, so the devil's in the details when it comes to maintaining their tax-preferred status.
June 23, 2016
Learning to live with the Fed's low interest ratesHistory may not be a good guide to what interest rate policies we should regard as normal.
June 23, 2016
What Owner-Advisors Need to Know About ConsultantsTheres a lifecycle to consultant-client relationships that changes over time, plus beware lupine "consultants" in sheep's clothing.
June 22, 2016
Fiduciary Self-Assessments: Hype or Help?Following the Institute for the Fiduciary Standard's Best Practices for Fiduciary Advisors can provide a substantial market boost to professional advisors.
June 22, 2016
What you don’t know can hurt: 3 life settlement case studiesAs an agent or advisor, you may be negligent if you dont tell clients about the life settlement alternative.
June 22, 2016
What you don’t know can hurt: 3 life settlement case studiesAs an agent or advisor, you may be negligent if you dont tell clients about the life settlement alternative.
June 22, 2016
Anthem, Cigna must plan for a scary future apartFederal antitrust officials reportedly doubt Anthem and Cigna will be able to create a viable deal. Not-so-secretly applauding are rivals Aetna and Humana.
June 22, 2016
Anthem, Cigna must plan for a scary future apartFederal antitrust officials reportedly doubt Anthem and Cigna will be able to create a viable deal. Not-so-secretly applauding are rivals Aetna and Humana.
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