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
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 25, 2024
The Tax Cuts and Jobs Act Could SunsetMaybe you know that. Do your clients know that?
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 18, 2024
Senate Finance Bones Up for Brutal Budget DebatesBut the highlight of the latest tax policy hearing was hints about avoidance strategies yet to be skewered.