How Advisors Can Go Deeper With P&C Insurance
By Fran O'BrienA growing number of clients are requesting P&C insurance. Advisors should be prepared.
April 23, 2018
How New Tax Law Affects Investment Portfolios: The Advisor and the Quant"Advisor" Joe Elsasser and "Quant" Ron Piccinini discuss the effects of the new tax law for investors.
April 17, 2018
Investing in 529, ABLE Plans? Better Check Tax Law ChangesChanges in the tax reform law can provide entirely new strategies for planning for all levels of education.
April 16, 2018
The Backdoor Roth IRA: Investing Rules of the BackroadsHere's a workaround for higher income clients who are technically barred by IRS income limits on Roth contributions.
April 09, 2018
Pass-Through Tax Planning to Boost New QBI Deduction ValueNot all business owners who have qualified business income are treated equally—meaning that higher income clients who own service businesses may need to engage new strategies.
March 29, 2018
How Tax Law Impacts 5 Types of AdvisorsThe Tax Cuts and Jobs Act of 2017 made a number of changes that are important to individuals, small businesses, and the advisors that assist them.…
March 29, 2018
How Tax Law Impacts 5 Types of AdvisorsThe Tax Cuts and Jobs Act of 2017 made a number of changes that are important to individuals, small businesses, and the advisors that assist them.…
March 20, 2018
Tax Reform Didn't Kill All Roth RecharacterizationsThe 2017 Tax Act eliminated a client's ability to recharacterize a conversion to a Roth IRA, but the new law continues to permit recharacterization of transactions that were not valid Roth conversions to begin with.