3 Tax-Friendly Investments for Wealthy Clients
By Roger WohlnerThese under-the-radar options could appeal to certain clients, but it's important to know the risks.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 30, 2023
Don't Forget These IRA, 401(k) Planning Tasks Before Year-EndDec. 31 is the 2023 deadline for RMDs, QCDs and other retirement planning moves.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 20, 2023
Debate: Will the New DOL Fiduciary Rule Hurt Retirement Investors?Two professors disagree on the extent to which advisors would limit their counsel should these protections be enacted.
November 15, 2023
New Tax Credit Boosts Appeal of Used Electric CarsFor taxpayers who qualify, the Section 25E credit can make buying a used electric vehicle more affordable.
November 13, 2023
Supernerds Unite Against Dave Ramsey's 8% Safe Withdrawal Rate GuidanceRamsey blasted retirement researchers as "goobers" living in their moms' basements, but his spending advice is dangerous.
November 13, 2023
'Protected' vs. 'Guaranteed': The Same … But DifferentAdvisors tend to think the term "guaranteed" resonates more with consumers, but that's not the case, research finds.