Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.
April 17 -
Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.
April 11 -
There’s a lot to be said for being lean and mean.
April 3 -
It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.
March 25 -
Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.
March 18 -
Even as BDs transition from their commission roots, too many still treat advice as a liability.
March 1 -
No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12 -
Bringing on new employees can spur growth, but can also complicate compensation structures.
February 8 -
The planning association says it needs to undertake “transformational change,” but its latest proposal may just multiply its problems.
January 28 -
By allowing disciplinary actions to be expunged from certificants’ records, the board is sabotaging its own efforts to raise industry standards.
January 24