September 20, 2018
Looking to Recruit Millennials? Student Loan Repayment May Be a New HookAn IRS rule change allows student loan assistance in a tax-preferred manner.
September 20, 2018
How to Help Retirees Pick the Right Life Insurance: Hidden ValueLife insurance can be a great retirement planning tool, but many clients buy more than they need.
September 18, 2018
10-Year Treasury Yield Tops 3%. Will Short-Term Yields Follow?The strong possibility that they will creates a tough choice on duration for bond traders.
September 17, 2018
Trump Order on MEPs, RMDs Expands Retirement OptionsIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.
September 11, 2018
3 Tips for Preparing Clients to Spend Their Retirement Savings"Decumulation" shouldn't be a word that clients are introduced to on their 65th birthdays.
August 28, 2018
It's All About the BenjaminsA more aggressive stance by SEC examiners means advisors need to be prepared and able to respond to the questions below.
August 24, 2018
How Do You Compare Two Financial Plans? — Hidden ValueIn this new column, advisor Joe Elsasser tackles common questions to help advisors deliver more value for their clients.
August 22, 2018
IRS Nixes Anticipated Pass-Through Tax Deduction WorkaroundsIn new regulations, IRS has identified and prohibited several potential strategies for maximizing the Section 199A deduction.
August 13, 2018
Identify the Best Active Equity FundsFunds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.