Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Cushioning the Blow
By Staff WriterSwiss banking and securities giant UBS took the unusual step of pre-announcing full-year and fourth-quarter results on January 30. The Zurich- and Basel-based company says it "will report a net loss attributable to shareholders of approximately [Swiss francs] CHF 4.4 billion for full-year 2007," or about $4 billion U.S. dollars,...
January 06, 2008
Converting To A Roth IRA: When Is The Best Time?Are there circumstances when it makes sense to convert today from a traditional individual retirement account to a Roth IRA and not wait until 2010? ...
January 04, 2008
Survey Finds Advisors Leery Of Democratic PresidentFinancial advisors tend to be more concerned about a Democrat being elected president than about any other issue this year, an investment management firm reports.Asked ...
January 03, 2008
Woodbury's Brian Murphy Takes FSI ChairWoodbury Financial Services Chairman Brian Murphy will chair the Financial Services Institute's (FSI) board of governors for 2008, according to a January 2 FSI announcement.
January 01, 2008
The art of the seminarPhillip J. Cannella III has the art of the seminar down to a science. Cannella, president and CEO of First Senior Financial Group in King of Prussia, Pa., has been working in the senior market for the past 33 years. In that time, he has gone
January 01, 2008
How To Escape The IRA Tax Monster$16.6 trillion: According to the Investment Company Institute in Washington, that's how much money Americans have stashed in qualified retirement plans as of the end ...
January 01, 2008
How To Escape The IRA Tax Monster$16.6 trillion: According to the Investment Company Institute in Washington, that's how much money Americans have stashed in qualified retirement plans as of the end ...
January 01, 2008
The Conversion ConversationLast September while at the FPA National Convention in Seattle, I was doing my usual thing: trolling the hallways for interesting conversations and ideas to...