Wealth Think

The simplest method involves having one traditional IRA and one Roth IRA, making one annual non-deductible contribution to the traditional IRA, and converting it before any gains or interest accrues.

No matter how focused you are on a goal, it’s what steps you take towards that goal that determines whether it’s achievable.

If your clients are owners of a passthrough business entity, you may want to investigate whether or not electing-in to a state’s SALT Cap work-around is advisable.

Clients have gotten used to less in-person interaction and have reshaped their expectations and behavior accordingly, says Broadridge's Fred Duden.

Look beyond delivering investment returns and see the whole picture of your clients' wealth to thrive in 2021.

Technology can make end-of-year client communications more interactive and engaging.

Instead of leading your team with the mantra "Never let them see you sweat," consider a more honest, real approach.

Firms will up their tech investments and continue rewards and punishments designed to shape advisor behavior, says recruiter Mark Elzweig.

The future of referrals won’t be driverless but it will be largely remote and fueled by pre-COVID fundamentals.

Probabilistic forecasts provide a durable framework for a sound financial future, the author says, and offers some for the new year.