Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Make RMDs Work To Your Benefit
By Jim ConnollyFinancial advisors say there are ways to efficiently satisfy required minimum distribution rules that can even make the legal requirements work to a client's benefit.Distributions ...
November 01, 2008
An Economic ExcursionThe national savings rate in the United States is approaching an all-time low, meaning many American families are not in a position to successfully plan...
November 01, 2008
Replacing StocksIf the government won't give you a tax break, then create one for yourself. This is a philosophy I believe more financial advisors and their...
November 01, 2008
Global ObservationIn my last two articles, I laid out the patterns of globalization that are affecting the financial planning profession. In this final installment, I will...
November 01, 2008
The Fine Art of Planning with CollectiblesMany affluent clients have a serious passion for collecting--and for some it reaches the level of obsession--with a range of interests from exquisite art to...
October 30, 2008
Help the richNow long forgotten, in July 2005 the Congressional Budget Office expressed surprise at the extra $100 billion in unexpected tax revenue it received. There it...
October 28, 2008
Study shows euro economy to growA study from Europe's leading financial service providers shows the country will get through the economic crisis in 2009. Allianz SE and the Lisbon Council launched the autumn update of The European Growth and Jobs Monitor, which is their
October 22, 2008
WACHOVIA REPORTS Q3 LOSS (Oct. 22, 2008)In the third quarter, Wachovia reports that the number of Series 7 brokers has stayed flat at 14,635. The number of bank, or Series 6, brokers, stands at 4,447, up 3 percent from the second quarter. T