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Portfolio
Transferring IRA money to a health savings account
The amount that can be transferred is equivalent to the HSA's annual contribution limit, which is $3,400 for singles and $6,750 for couples.
How to limit tax liability on inherited annuities
What clients don’t know could cost them hundreds of thousands of dollars.
Will fixed index annuities stay ahead of fiduciary concerns?
The products protect clients against losses, but significant caveats emerge in the fine print.
Why a total non-U.S. stock market index fund may backfire
Can three foreign market index funds outperform a single total non-U.S. market index fund?
Twin terms that can trip up investors
These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.
Avoid this 529 misstep to help maximize savings: Tax Strategy Scan
Making excess withdrawals could result in taxes on the earnings and a hefty 10% penalty.
Why this fund's 256,766% return still doesn't beat the market
Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.
Is your senior client really ready to retire? Retirement Scan
Pre-retirees should have Medicare or health insurance in place to cover their medical costs, along with a well-maintained investment portfolio.
Voices
How wealth management clients may hold key to boardroom diversity
April Rudin
CEO
The Rudin Group
One untapped resource is appealing to investors to allocate more of their private wealth to companies with successful gender diversity programs.
Voices
The role of advisors in longevity planning
Kimberly Foss
President and founder
Empyrion Wealth Management
Advisors are just one tool in the box.
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