5 Steps to Making a Better Email Intro
By Michael GoldbergIncrease the chances of a positive outcome while making yourself look thoughtful.
October 26, 2021
6 Ways to Fight the Return of InflationOne is to insure some income, to free the rest of the portfolio for a riskier new world.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
October 22, 2021
The Democrats' Medicare StandoffThe author makes the case that it will limit health care options for American seniors.
October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
October 12, 2021
Debate: Should Congress Create Portable Retirement Accounts for All Americans?Two professors discuss the PRIA Act, which would create retirement accounts for every U.S. citizen at birth.
October 06, 2021
Get to the Point-to-PointHere's what an often-mentioned annuity contract feature really does.