Wealth Think

This week, IRA expert Ed Slott answers readers’ questions about Roth IRA conversion income limits and options for spouses inheriting IRAs.

Whether or not you work for a best practice firm, it pays to manage your book to maximize its value.

Legacy expert attorneys Andy and Danielle Mayoras say it won’t be long before the recently deceased pop star’s estate planning efforts – or lack thereof – will come to light.

This week, IRA expert Ed Slott fields questions about recharacterization provisions for Roth IRAs and making contributions in a spouse’s name.

Rethinking Equities and Retirement IncomeThe asset allocation rule of thumb in financial planning holds that an individual’s portfolio should be allocated to equities according to the formula “100 minus his or her age.” For a retiring 65 year old, this would mean a 35% equity allocation. The logic behind the rule is simple: as people get older, they should dial down…

Marketing expert Marie Swift says financial advisors who embrace videos, podcasts, recorded multimedia presentations and live online meetings can connect and build rapport with clients in a fraction of the time and more cost effectively than ever before.

Clients are inclined to love their advisors even if they hate the industry. That’s customer loyalty, for sure, but public sentiment has changed before.

Steve Sanduski, The Prosperous Advisor, says too many advisors are stuck in a pattern that’s keeping them from making new connections and reaching their full potential. Here are five tips to help break that cycle.

This week, IRA expert Ed Slott tackles questions about how distributions from contributions including both pre- and post-tax dollars will be taxed.

A Roth IRA is not counted in the pro-rata rule. An inherited IRA is separate from contributed IRAs, and a separate Form 8606 would have to be filed for that IRA.