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.