Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
As 2010 nears, clients eye Roth conversions
By Warren S. HerschMany clients and advisors are already looking ahead to 2010 when two tax law changes will occur concerning traditional-to-Roth conversions. Here are some considerations they will need to keep in mind.
October 25, 2009
Top Story: How to help clients rescue their deferred variable annuityMany variable annuity owners would like to move their money into something safer and more conservative. And they want to know if they can deduct the loss if they surrender the VA. The answer is yes, with "annuity rescue."
October 19, 2009
National Financial Adds to Sweep OptionsEight different sweep options now available to brokerage customers
October 16, 2009
NAIFA Seeks Investor Act ChangesAn industry group is suggesting that the proposed Investor Protection Act be amended to allow broker-dealers and their representatives to offer a limited number of financial products without violating fiduciary standards proposed in the legislation.
October 16, 2009
NAIFA Seeks Investor Act ChangesAn industry group is suggesting that the proposed Investor Protection Act be amended to allow broker-dealers and their representatives to offer a limited number of financial products without violating fiduciary standards proposed in the legislation.
October 01, 2009
How You Can Use Tax Returns to Generate More ProspectsI was recently referred a couple hoping to retire this year. Their current financial advisor recommended investing $265,000 into an annuity, and the couple wanted a second opinion. When I talked to them on the telephone, I asked them to bring
October 01, 2009
The Scope of the ProblemSpeaking at the Schwab Impact 2009 conference in San Diego in mid-September, tax and estate planning attorney John Scroggin first poked fun at his profession,...
October 01, 2009
Getting Estate Planning HelpThe next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans. Trusts, tax, and...