-
Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.
January 22 -
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 -
To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.
December 17 -
In 90% of families, wealth disappears by the end of the third generation.
December 16UBS Global Wealth Management -
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 strategies
December 9 -
The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.
December 2 -
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 31Life Planning Partners -
Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.
October 7 -
Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.
September 3 -
Do your clients have their ducks in a row?
August 29