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
401(k) vs. IRA: The Real Roth Conversion Question
By William H. Byrnes, Robert BloinkMoving traditional retirement funds into a Roth account may seem like a no-brainer for many clients, but whether to use a Roth IRA or Roth 401(k) can have potentially significant repercussions.
May 13, 2014
Financial power of attorney: weighing the benefitsNot only can the power of attorney give the client peace of mind; it might also help you do your job more easily as well.
May 09, 2014
Disaster-avoiding strategies for retirement beneficiariesThe problem: leaving an individual retirement account an IRA or a 401(k) directly to ones estate.
May 09, 2014
Disaster-avoiding strategies for retirement beneficiariesThe problem: leaving an individual retirement account an IRA or a 401(k) directly to ones estate.
May 06, 2014
How to Build Trust With HNW Prospects and ClientsIf your clients and prospects trust you, your advisory firm will be more successful. David Richman of Eaton Vance provided tips on how to build trust at the IMCA annual conference.
May 06, 2014
Modified Endowment Contracts’ Role in Estate, Post-Retirement PlanningDont dismiss modified endowment contracts (MECs), despite their tax consequences, for the role they can play in estate and post-retirement health care planning.
May 02, 2014
10 Steps to Becoming a Multigenerational Advisor: PershingIf you wait until the moment of asset transfer to reach out to heirs, it will be too late, Pershing's Kim Dellarocca warns.
April 28, 2014
Clients, Trust and Human Behavior: Thoughts and ResourcesAn advisor's work with clients is based on trust. So what to do if a client doesnt trust you?