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Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.
September 10
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Affluent clients have certain expectations of their advisors. Read on to understand where they are experiencing service gaps so you can meet their needs.
September 1
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Some of the independent B-Ds specialize in high-end clients with big accounts. See which firms reported the highest share of accounts topping $100,000 -- and what their total client assets are.
June 2
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The more money elderly high-net-worth clients have, the more they may worry that beneficiaries won't use it wisely.
May 29
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Where did the wealthiest people in the world -- those with at least $30 million in net assets -- go to school? Here's a ranking of the top universities by number of ultrawealthy alumni.
December 8
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Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.
November 14
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Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.
November 14
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While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.
November 11
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While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.
November 11
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The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10 -
The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10
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It pays to make tax-related decisions when time is on your side.
November 7
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Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7
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It pays to make tax-related decisions when time is on your side.
November 7
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Mixing your clients' charitable impulses with your own can have multiple benefits.
November 7
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Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7
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With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
November 6
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With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
November 6
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Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?
November 5
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Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?
November 5
