Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Generation-Skipping Transfer Exemption Could Lose Superpowers
By Allison BellThe Biden administration wants to limit how long it can shield assets from taxes.
March 23, 2022
10 Ways to Help Prospects Who Want IncomeThey have questions about your advisory firm. What are the income-producing investment choices you can offer them?
March 20, 2022
How to Manage Finances, Romance After 50A growing number of older Americans are finding that love is like a business partnership as soon as you live together.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.
March 16, 2022
How to Craft 'Super Roths' for Wealthy ClientsThere's an attractive niche for advisors who use sophisticated life insurance strategies to manage wealth across generations.
March 15, 2022
IRS Rules on an Estate That Inherited an IRAThe agency let the surviving spouse roll the IRA assets into another IRA without paying extra federal income taxes.
March 14, 2022
Ed Slott: New IRS Secure Act Regs Are an RMD 'Nightmare'"I really don't know how advisors will be able to explain this all to clients," Slott told ThinkAdvisor.
March 09, 2022
Roth IRA Conversions in a Down Market: 6 Things to ConsiderA down market allows clients to convert a larger percentage of their traditional IRA.