Trust That These Trusts Have Value in a Higher Rate Environment
By Jeff GettyBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
June 30, 2025
Why Advisors Should Never Recommend Social Security Claiming at 62Since Trump took office, more high earners have claimed benefits earlier. They are making a mistake.
June 26, 2025
Debate: Should the Tax Bill Increase the Business Income Deduction?The Senate version of the bill would increase the QBI deduction to 23% and make other changes.
June 20, 2025
Debate: Should Key Tax Bill Provisions Be Temporary?Several components of the working drafts in Congress are scheduled to leave the tax code after 2028.
June 20, 2025
Should These Clients Buy an Annuity? Two Case StudiesWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 18, 2025
Trust as IRA Beneficiary? Avoid These MistakesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 13, 2025
Debate: Should the Tax Bill Expand HSAs?The bill allows Medicare enrollees to contribute and makes some marketplace health plans HSA-eligible, among other changes.
June 12, 2025
How to Avoid RMD Mistakes Around Roth ConversionsRMDs and Roth conversions are both taxable as ordinary income, but that doesn't mean they're interchangeable.