5 Mistakes to Avoid With Asset Location
By Roger WohlnerWhere assets are held — in taxable, tax deferred or tax-free accounts — really matters.
July 20, 2026
RIAs Don't Need More AI Experiments. They Need an Implementation Plan.Firms need to movie beyond generic tools and one-off prompts by building secure, auditable, human-led workflows.
July 16, 2026
Is a Spousal Trust the Right Estate Planning Strategy for Your Client?SLATs provide flexibility and tax benefits, but the increase in the lifetime estate and gift tax exclusion has shifted the conversation.
July 16, 2026
Debate: Did the IRS Make the Right Call on Automatic Penalty Relief?Taxpayers qualify if they have a history of filing and paying on time for the prior three years.
July 15, 2026
Roth IRAs for Kids: A Planning Opportunity for the FamilyThe benefits of these accounts for minors are often overlooked, given that they are typically retirement income vehicles.
July 13, 2026
Suze Orman Is Wrong About Dividend Stocks in Retirement — and She Isn't AloneThe idea that dividends are income is everywhere in personal finance. For retirees, that's potentially harmful.
July 13, 2026
How to Help Clients Fund the Retirement Life They Truly WantThe gap between what clients say they want and what they need is where most retirement conversations go wrong.
July 13, 2026
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Income and Tax Planning for Clients Working at 70 or BeyondOlder workers and their advisors have important decisions to make around RMD planning, tax deductions and health coverage.