Wealth Think

This week, IRA expert Ed Slott fields questions about withdrawal limits for non-designated beneficiaries and required distributions.

Legacy expert attorneys Andy and Danielle Mayoras – along with everyone else – have now had a chance to take a look at Whitney Houston’s will. That the deceased music superstar opted for a will rather a living trust points to some shortcomings in her overall estate planning strategy.

Marketing expert Marie Swift says keeping your client pipeline full is both an art and a science. Here are some three things advisors should be doing now to prevent a dry spell.

RIAs discuss what impact the bombshell resignation letter of a Goldman Sachs executive could have for advisors. If anything, personal relationships between advisors and clients will mean that much more in light of these Wall Street revelations.

Financial Planning Senior Editor Donna Mitchell says there are a litany of business models and management options available outside the structured walls of wirehouse firms.

Marketing expert Marie Swift offers up some tips for advisors looking to restore their creativity, intuition and communications skills.

Legacy expert attorneys Andy and Danielle Mayoras say the pop star's been very busy lately but it remains unclear what – if any – decisions she’s making herself and illustrates the importance of informed legal and estate planning regardless of your station in life.

Shoe leather isn’t always enough to build a book of business, particularly for young advisors starting out. Doug Leonzi, No. 22 on BIC’s Top 50 Bank Rep list, reflects on the importance of a senior advisor who crossed his path.

“Does Europe need some ‘austerity austerity?’” observes J.P. Morgan Funds’ Market Strategist Andrew Goldberg. Goldberg’s question is economic but also political. The EU often seems focused on added austerity as the best route out of its continuing sovereign debt crisis, but this itself is a policy decision, and one increasingly contested in struggling peripheral countries.

This week, IRA expert Ed Slott tackles questions about transferring 401(k)s to Roth IRAs and how investors can avoid early distribution penalties.