How Roth Conversions Fit Into 2025 Planning
By Roger WohlnerFor the right clients, 2025 could be a good year for this strategy for a number of reasons.
May 06, 2025
How Clients Can Maximize College Financial AidThink wealthy clients can afford to ignore college planning? Think again.
April 28, 2025
With Social Security in Turmoil, Should Clients Claim Early?That's a loaded question, and financial advisors simply telling clients to stay the course is not convincing.
April 24, 2025
Silver Lining Amid Market Turmoil? Company Stock DistributionsThe net unrealized appreciation strategy can make sense for clients anticipating lower tax rates down the road.
April 24, 2025
Debate: Should the Top Tax Rate Return to 39.6%?Debate over extending the 2017 tax cuts is tied to increasing the rate on income above $1 million.
April 22, 2025
Estate Planning for Super-LongevityLiving longer can be a great thing, but it does require additional planning.
April 16, 2025
How to Take RMDs in a Down MarketIRA and 401(k) investors can't avoid withdrawals forever, but many can use a downturn to their advantage.
April 09, 2025
3 High-Impact Ways Advisors Can Use AIUnsure where to start? Here are three use cases ranked in order of difficulty, where the ROI is clear.