Wealth Think

Legacy expert attorneys Andy and Danielle Mayoras say the billonaire's case serves as a reminder that too many people make the estate planning mistake of relying on verbal or written promises that contradict their will or trust.

This week, IRA expert Ed Slott answers questions from people concerned about the details surrounding inherited IRAs and distribution options.

Marketing expert Marie Swift shares some ideas for riding the retirement wave, appealing to allied professionals and building name recognition within specific communities of interest.

It took years for the great civil right activist’s final wishes to finally be honored, something that legacy expert attorneys Andy and Danielle Mayoras say could have been resolved much sooner had she done a better job – or had better advice and professional assistance – with her estate planning.

Most industry professionals who know their mobile apps say every firm should have one, especially those that claim to be serious about being accessible to their clients.

Steve Sanduski, the Prosperous Advisor, says it’s important for financial advisors who want to succeed to understand the “why” behind each of their goals. They also must ask themselves if they’re setting these goals for the right reasons and whether they’re in the best interests of their clients.

This week, IRA expert Ed Slott fields some questions from investors about non-deductible IRAs and RMDs on inherited IRAs.

Marketing expert Marie Swift says events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with centers of influence.

This week, marketing expert Marie Swift examines some of the best ways financial advisors can get face time with their clients and qualified prospects.

This week, IRA expert Ed Slott fields questions from investors about transferring IRAs to beneficiaries, converting traditional IRAs to Roth IRAs and required minimum distributions from inherited accounts.