Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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Now that the tax-free distribution is back on the books, here's how advisers can take full advantage.
July 25 -
Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.
June 23 -
Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.
June 20 -
The goal is to own investments that can withstand risk, even if it means some sacrifices.
June 15 -
One used to be enough, but planners keen to move up the ladder need to develop their arsenal — and quickly. Just as importantly, however, these skills can provide a roadmap for where the firm should invest.
June 13 -
A NING trust can provide significant savings and help clients avoid gift tax ramifications.
June 6 -
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How a lifetime annuity can be the solution to one of the toughest challenges.
May 31 -
A new model of holistic financial advice is coming on the scene.
May 23 -
Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.
May 15
