Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Thomas Piketty: Pinko or Prophet?
By Gil WeinreichThe obscure French economists call for large-scale wealth redistribution, and challenges to his data, have not stopped his book from topping the bestseller charts.
May 28, 2014
The Process of Financial Planning: Time to Go to the Next Level?I think it may be time to create a true profession of financial planning.
May 27, 2014
Time to Rein In Rollovers?If youve been paying attention over the past year, youve noticed that regulators and those in Washington are placing increased scrutiny on IRA rollovers.
May 27, 2014
The Advice Business Needs a Serious FixIf you ask a professional, a doctor for example, for advice, you rightly expect an answer that doesn't differ based upon whom you ask.
May 27, 2014
401(k) vs. IRA: The Real Roth Conversion QuestionMoving traditional retirement funds into a Roth account may seem like a no-brainer for many clients, but whether to use a Roth IRA or Roth 401(k) can have potentially significant repercussions.
May 09, 2014
10 Things to Know About How Investments Are TaxedAmong the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
April 30, 2014
87% of Advisors Have Bright Market Outlook: Russell SurveyClients aren't quite as enthusiastic. There is also a disconnect between clients and advisors on tax-efficient investing, Russell's Frank Pape says.
April 29, 2014
Why Morgan Stanley Passed on UBS-Paine WebberChairman & CEO James Gorman shares his views on the value of the Smith Barney deal.