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Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.February 6
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Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.January 22
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The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.January 7
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To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.December 17
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Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategiesDecember 9
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The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.December 2
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When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.October 31
Director of PlanningLife Planning Partners
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Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.October 7
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Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.September 3
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Do your clients have their ducks in a row?August 29
