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Practice
How to redeem the team meeting
It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.
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.
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Active, Passive or Both?
A strategy to help clients understand the benefits of using both.
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How to limit tax liability on inherited annuities
What clients don’t know could cost them hundreds of thousands of dollars.
Asset managers worry MiFID will cause more harm than good
Practitioners say the rules conceal problems that regulators never fully considered.
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.
Building a high-net-worth practice
Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.
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