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Advisers must be well-versed in the intricate rules and options that are available.
August 19 -
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It may be hard to unlock real estate values in pricey areas if clients aren’t willing to move.
August 18 -
Clients can avoid paying taxes as long as they keep working past the age of 70 1/2.
August 17 -
Many advisers have been suggesting saving too much, at the cost of living frugally before retiring.
August 16 -
With many Americans unable to save for post-work life, advisers must be prepared to help.
August 15 -
Reducing adjusted gross income might more than offset the loss of an itemized deduction.
August 12 -
Focus on the numbers when talking about risk.
August 12 -
Although millennials like impact investing, those with grandkids may also be on board.
August 12 -
It may not be sexy, but thoroughly reviewing a client’s estimated income and expenses is key.
August 11 -
Making non-deductible contributions to a traditional account is the first step to a back-door Roth.
August 10 -
Some are better than others, with a few not yet updated for a law that eliminated double dipping.
August 9 -
Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.
August 8 -
Approaches may differ based on client base and advisory business model.
August 5 -
Clients and advisers must work closely together to secure a client’s golden years.
August 5 -
Cheap and fun choices abound for those who are counting their pennies.
August 5 -
Buy them "for what they will do, not for what they might do."
August 4 -
Once clients form concrete goals, some discover they need to shift their financial plan.
August 3 -
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Consider factors like age and health, plus sources of income, living expenses and assets.
August 1