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Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
May 3Rackemann, Sawyer & Brewster -
Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.
April 13 -
Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.
April 9 -
Being raised by a single mother and going through two divorces taught Loreen Gilbert how to be a better planner, she writes.
April 4 -
Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.
February 16 -
Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.
November 14 -
It's a draining process for clients, but financial planners can provide real support.
October 3 -
What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.
October 3