The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?
By Roger WohlnerThere are steps clients can take to reduce their taxable estate or take advantage of the current limits.
October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure ActNearly three years in, parts of this mammoth retirement law still haven't been finalized.
September 14, 2022
SEC Charges Advisor With Stealing Over $743K From Clients, Including MLB PlayerThe fund transfers were used to pay for charges on his dead mother's American Express card, according to the SEC.
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.
May 18, 2022
Ed Slott Warns Advisors: Know IRS' Secure Act RMD Regs or Risk Getting SuedAdvisors must get educated on the IRS' proposed regs to avoid "everything from embarrassment to litigation," Slott tells ThinkAdvisor.
May 11, 2022
2023 Social Security COLA Estimated at 8.6%; Inflation Slows Slightly in AprilThe average Social Security recipient has lost 40% in purchasing power since 2000, according to The Senior Citizens League.
March 30, 2022
Don't Leave Retirement-Account Tax Surprises to Clients' HeirsThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.
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.