Donald Jay Korn

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.

By using income tax bracket arbitrage, some clients’ families will do better if the tax is paid sooner rather than later.

The flexibility and broad selection of a regular investment account could outweigh the tax advantages of a 529 plan for funding higher education.

Maintaining adequate reserves of spending cash can ease retirees’ concerns about periodic volatility.

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.

Variable annuities held by clients might not need to be annuitized to deliver cash flow.

As more people work after they consider themselves retired, planning for retirement income becomes even more multi-faceted.

Beyond an increase in benefits, another compelling reason for clients to delay claiming Social Security benefits is the potential tax savings.

A Roth conversion that increases reported income might also decrease health insurance premium tax credit and thus bumping up the cost of the conversion.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

Many new ETFs offer alternative ways to approach equities and fixed income.

Many new ETFs offer alternative ways to approach equities and fixed income.

As the bull market in stocks thunders on, clients may doubt the advantages of non-correlated alternative investments. Here's what advisors can do.