Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to use an IRA as a wealth transfer tool
By William H. Byrnes, Robert BloinkWith the diverse array of estate planning tools available today, it might be easy to overlook one simple, tax-advantaged way to pass wealth to the next generation individual retirement accounts.
April 11, 2013
Cyprus Bailout Shockwaves Travel Beyond EurozoneA deal that broke the rules has struck fear in depositors heartsand not just in Cyprus
April 09, 2013
Best and Worst States for Small Business in 2013Despite the claims by advocates that lower taxes entice business, a new survey finds its actually something else.
April 08, 2013
A word to the wise: plan for the unexpectedThe American Taxpayer Relief Act promulgated on January 2 ended, to its credit, sunset provisions established under Bush-era tax legislation affecting a host of taxes, among them levies on income, estates and charitable gifts. But given forthcoming Congressional battles over the federal budget, the debt ceiling and tax reform, advisors...
April 08, 2013
529 College Savings Plans: Never Too Late to StartLate college saving is better than no college saving, says WSJ's Rosenthal.
April 08, 2013
Helping Clients Plan for (Likely? Inevitably?) Higher TaxesHow I use simulations on the future effective tax rate to stress-test client portfolios.
April 08, 2013
Looking for prospects? Write a minibook.Competition for the most sought-after prospects has never been stiffer. A minibook could be your foot in the door.
April 05, 2013
Cetera Buying Fellow IBDs Tower Square, Walnut Street From MetLifeWith the addition of 800-plus MetLife independent reps, the Cetera BD network will comprise 7,000 advisors managing $130 billion in assets.