Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the Dog
By John ManganaroTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.
October 09, 2024
5 Things Advisors Should Know About the Great Wealth TransferA large share of potential inheritors plan to hire an advisor, a new survey finds.
September 27, 2024
4 Big Takeaways From a Year of PodcastingI talked to an array of experts about annuities and the tricky challenges of retirement income planning.
September 26, 2024
Researchers Put Americans' Retirement Literacy to the Test. The Results Weren't Pretty.Average scores on a retirement income literacy quiz were disappointingly low, but those with advisors did somewhat better.
September 26, 2024
New Bill Increases Social Security Death BenefitThe bill would adjust the lump-sum payment for the first time in 70 years.
September 19, 2024
Clients With LLCs Need a Business Continuity Plan CheckA recent Supreme Court could hurt any clients with continuity plans that were set on autopilot.
September 16, 2024
Wealth.com's New Backers Include Venture Capital Arm of AlphabetThe investment validates the firm's efforts to disrupt the estate planning status quo, CEO Rafael Loureiro says.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.