Meet the First Tax Planning Certified Professionals
By John ManganaroThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.
June 20, 2025
Should These Clients Buy an Annuity? Two Case StudiesWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 18, 2025
8 Flaws to Watch For in IRA Conversion ToolsThe designer of a new Roth conversion analyzer says existing tools fall far short of their intended purpose.
June 18, 2025
Trust as IRA Beneficiary? Avoid These MistakesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 18, 2025
Top 12 Metro Areas for Finding Self-Employed ClientsIn these markets, plenty of high-income business owners are already making heavy use of financial services.
June 18, 2025
Trump Urges SALT Deal as Lawler Stands Firm on $40,000 Cap“We’re not going to fold here,” the New York congressman says.
June 18, 2025
Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model PortfoliosCo-CIO Dana D’Auria says the collaboration will help democratize access to alternatives investments at scale.
June 18, 2025
Trouble in Margaritaville: 7 Reasons Estate Plans Go AwryThe legal fight over Jimmy Buffett’s $275 million estate offers lessons for all of us.