Donald Jay Korn

It's typical for wealthier customers to have the wrong level of coverage.

All trusts named as beneficiaries before the SECURE Act may need to be updated, says one analyst.

Unexpected windfalls and limitations may accrue to WFH clients — and their financial planners.

Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.

After a waiver, required minimum distributions from certain retirement accounts — including traditional IRAs and 401(k)s —return for 2021.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.

There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

Early planning for potential tax hikes is key.

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.

Returns over the past decade have been stellar, but capital preservation is a concern.

Rising yields coupled with relatively high hidden fees could lead to underwhelming returns.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

The products are designed to provide some upside potential yet limit investment risk, which has helped boost their popularity.