Financial planning

Help clients deploy their RMD funds to cover both expenses and taxes.

A close look at areas where the right action can lower your client's tax bill on investments. Plus: How clients can pay little or zero capital gains taxes, and tax tips for clients who are new parents.

Congress shouldn't wait for the disability trust fund to run dry before it addresses the insolvency, according to a group convened by the Bipartisan Policy Center; Plus, millennials are advised to not cash out their assets when they move employers.

The pretense that Republican opposition to the DoL's proposed fiduciary rule changes is being done in the name of investor protection is "galling," says The Consumer Federation of America, an advocacy group.

Help clients deploy their RMD funds to cover both expenses and taxes.

The team made the move in part to be able to grow in new directions, says senior financial advisor Tommy Boyd.

Paul Reilly says there is little question the law will pass, but he hopes the restrictions are more workable and the rules more clear on what financial products are restricted.

“Being a financial advisor looked interesting, and I realized I could help people,” says Brain McGinnis, a former Florida deputy sheriff turned financial planner with the help of a super OSJ firm.

Currency-hedged ETFs give advisors lacking experience in this area an option.

“There is a large gulf between some of the overly simplistic applications on the market today and those that are much more comprehensive; RightCapital could occupy the middle ground,” columnist Joel Bruckenstein says.

When older clients want to relocate, they must consider the cost of housing and health care, as well as taxes.

Help your clients avoid a double-tax whammy by reporting nondeductible IRA contributions.

As technology grows more complex, advisory firms must ramp up their expertise.

How one firm helps advisors map out a plan 10 years before retirement.

Advisor Hugh Johnson has a simple focus: provide near-market performance with less volatility and risk.

More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.

The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.

Help clients understand that temporary losers in a volatile market are just that: temporary.

When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.

New digital tools can help advisors identify and connect with prospective clients no matter where they are.