Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
3 Stretch IRA Alternatives After IRS' Secure Act Surprise
By Robert Bloink | William H. ByrnesTax-efficient estate planning strategies exist, but each has its own rules.
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.
February 22, 2022
Demand for Estate Planning Booms Among MillennialsThree-fourths of millennials surveyed have completed a will-based estate plan, a new study has found.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 10, 2022
Slott, Pfau: When and How to Use Annuities, Life Insurance in Client PlansEd Slott discusses using life insurance to reduce RMDs; Wade Pfau talks about annuities for asset accumulation.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 03, 2022
12 Things Not to Say to Widows or WidowersThese comments are well-meaning but can be counterproductive for a grieving spouse.
February 02, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed ClientThe fastest way to alienate widows is to rush into portfolio discussions, Spuds Powell, ranked No. 1 by Barron's and Forbes, tells ThinkAdvisor.