Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Alternatives for Firms With Private-Label DAFs
By Ken NoparMany firms and advisors realize their private-label DAF may not be ideal for all clients.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.
April 19, 2022
Ed Slott: IRS Secure Act Regs Are 'Final Nail in the Coffin' for IRAs in Estate Plans"RIP IRAs as a long-term planning vehicle," Slott tells ThinkAdvisor.
April 19, 2022
10 Financial Planning Steps to Take Within 10 Years of RetirementFollowing these steps will help ensure your client can retire successfully and on time.
April 18, 2022
Backdoor Roth IRA Conversions: Beware the Pro Rata RuleMisunderstanding this rule is one of the biggest dangers clients face with backdoor Roths.
April 08, 2022
6 Tax Bills in Congress NowBills in play include estate tax changes and a rebate for money spent on gas.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 01, 2022
Why Some Advisors Establish Donor-Advised Funds Now and Fund LaterOpening a DAF account in advance will prepare investors to fund it at the right time.