How to Lock In a $14M Estate Tax Exemption Before 2026
By Jeff MorrisFamilies have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 25, 2024
Don't Let RMD Relief Blind IRA Beneficiaries to the Big PictureThose who don't take distributions now could face bigger RMDs at higher tax rates later.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 18, 2024
Debate: Should Short-Term Health Policies Be Limited to 4 Months?Final regulations shortened the time limit on these plans, which are exempt from some ACA rules.
April 17, 2024
Happy 60th Birthday. Time to Reduce Future RMDs.Traditional retirement accounts are "unlocked" at age 59.5, opening a window to act before RMDs start at 73.
April 17, 2024
Here's What the Future of Investing Looks LikeThe Massachusetts Investors Trust turns 100 this year, and QQQ turns 25. Both tell us about what's coming.
April 17, 2024
Supreme Court Case Could Upend a Key Succession StrategyThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.