Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Biden's Billionaire Tax Would Punish Long-Term Investors
By Karl W. SmithThe plan is a mess, and its main benefit could be achieved by eliminating one loophole in the tax code.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
10 Ways to Help Prospects Who Want IncomeThey have questions about your advisory firm. What are the income-producing investment choices you can offer them?
March 20, 2022
How to Manage Finances, Romance After 50A growing number of older Americans are finding that love is like a business partnership as soon as you live together.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.
March 16, 2022
How to Craft 'Super Roths' for Wealthy ClientsThere's an attractive niche for advisors who use sophisticated life insurance strategies to manage wealth across generations.
March 15, 2022
IRS Rules on an Estate That Inherited an IRAThe agency let the surviving spouse roll the IRA assets into another IRA without paying extra federal income taxes.
March 14, 2022
Ed Slott: New IRS Secure Act Regs Are an RMD 'Nightmare'"I really don't know how advisors will be able to explain this all to clients," Slott told ThinkAdvisor.