Portfolio

Strategizing Wealth Transfers to Heirs to Lower Taxes

Help clients deploy their RMD funds to cover both expenses and taxes.

A close look at areas where the right action can lower your client's tax bill on investments. Plus: How clients can pay little or zero capital gains taxes, and tax tips for clients who are new parents.

Congress shouldn't wait for the disability trust fund to run dry before it addresses the insolvency, according to a group convened by the Bipartisan Policy Center; Plus, millennials are advised to not cash out their assets when they move employers.

The pretense that Republican opposition to the DoL's proposed fiduciary rule changes is being done in the name of investor protection is "galling," says The Consumer Federation of America, an advocacy group.

The Federal Reserve’s first interest-rate increase in almost a decade can’t come soon enough for ETF providers such as WisdomTree Investments.

Help clients deploy their RMD funds to cover both expenses and taxes.

The team made the move in part to be able to grow in new directions, says senior financial advisor Tommy Boyd.

Paul Reilly says there is little question the law will pass, but he hopes the restrictions are more workable and the rules more clear on what financial products are restricted.

“Being a financial advisor looked interesting, and I realized I could help people,” says Brain McGinnis, a former Florida deputy sheriff turned financial planner with the help of a super OSJ firm.