Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top 25 U.S. Charities: 2014
By Michael S. FischerThe Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.
October 22, 2014
Former PIMCO Parent Pacific Life Moves Accounts to JanusPacific Life is moving some money to Bill Gross new firm, Janus, which said the decision pre-dated Gross exit.
October 21, 2014
The Critical Importance of Asset Coordination in Retirement PlanningFailing to account for Social Security in the retirement portfolio is a major fiduciary fail, putting the clients retirement and the advisors business at risk.
October 21, 2014
Building the Modern-Day Stretch IRA: Proceed With CautionThe Supreme Courts recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
October 20, 2014
Apollo-backed Athene invests $8.4 billion over 12 monthsAthene Holding Ltd., added $8.4 billion of investments over 12 months at an average yield of 6.76 percent.
October 20, 2014
10 U.S. Companies With Lowest International Tax RatesWalletHub recently released an analysis of taxes paid by the 100 largest firms and found S&P 100 companies pay about 22% less abroad.
October 17, 2014
After DOMA, Financial Planning Still a Challenge for Same-Sex CouplesMore and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
October 09, 2014
Raymond James Highlights Women’s Achievements, Tech UpdatesThe firm attracts a record number of attendees, including 29 prospective advisors, to its 20th annual event for female reps.