Economy & Markets
The important economic and stock market news that advisors need to know.
Income before Mr
By Staff WriterIncome before Mr. Smith's Death Income after Mr. Smith's Death$3,000.00 - Rental Income $3,000.00 - Rental Income+$3,000.00 - Pension -$1,000.00 - Management Fee+$1,000.00 - ...
December 10, 2006
Using VAs In A CRATA couple wants to take income from highly appreciated assets, give some of those assets to charity, avoid capital gains tax on the transfer and ...
December 10, 2006
Distinguishing CRATs From CRUTsCharitable remainder trusts are typically categorized into 2 types, each being defined by the structure of the income stream. A charitable remainder annuity trust, or ...
December 10, 2006
Using VAs In A CRATA couple wants to take income from highly appreciated assets, give some of those assets to charity, avoid capital gains tax on the transfer and ...
December 10, 2006
Untapped Opportunities For Charitably Minded Business OwnersThe era of personal responsibility has dawned upon us. For those questioning this sweeping statement, consider the demise of defined benefit plans, threats posed to ...
December 10, 2006
Untapped Opportunities For Charitably Minded Business OwnersThe era of personal responsibility has dawned upon us. For those questioning this sweeping statement, consider the demise of defined benefit plans, threats posed to ...
December 01, 2006
Low profile, high upsideSome advisors crave the spotlight that comes with having a stable of wealthy, powerful and famous A-list clients. Others such as certified financial planner Nancy L. Jones are content to toil in relative anonymity, serving everyday folks of more
December 01, 2006
'DWS Scudder's Dr. Bob Outlines His Latest Bets(Phoenix) How does the chairman of DWS Scudder's Investor Strategy Committee feel about the market's short-term potential? Robert Froehlich, aka Dr. Bob, forecasts the market...