The Assets: Tax planning
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October 3, 2018Here's How Retirement Savings Change Under Congress' Tax Cuts 2.0The Family Savings Act of 2018 will apparently make it easier for smaller firms to form multi-employer plans.No Comments
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October 2, 2018Changes to Estate and Tax Planning Under the TCJAThe 2017 Tax Cut presents significant changes, and opportunities, for your clients. Make sure you understand everything involved so you can serve their best interests heading into 2019.No Comments
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September 28, 2018The Secret to Understanding Young High Net Worth Women's Investment DesiresMajority of women with $5 million or more in assets head the household’s financial planning.No Comments
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September 13, 2018What does Trump's RMD Review Mean for FAs and Their Clients?An Executive Order tasks Treasury to review the 70 ½ trigger age for Required Minimum Distributions of 401(k)s and FAs say some changes to advice may be in store.No Comments
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September 4, 2018Trump Directs Treasury and DOL to Review Retirement Savings RulesAn executive order directs the agencies to review rules on multi-employer 401(k) plans and tax-sheltered individual retirement savings plans.No Comments
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August 17, 2018How Wealth Managers Can Use Pensions to Reduce TaxesDefined-benefit plans let certain professional business owners reduce their taxable income.No Comments
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August 7, 2018How Regional Banks Do Wealth ManagementIn Ohio, regional banks offer a complete set of financial planning services, although account minimums can be $1 million or more.No Comments
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August 2, 2018Merrill Lynch Lawsuit Brings Cautionary Tale to FAs Handling Client Estate DocumentsThe suit concerns the apparent lack of execution of a transfer on death agreement.No Comments
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July 31, 2018Why Robos Aren’t the Cause of Fee CompressionRobos can help financial advisors prevent further pressure on fees.No Comments
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July 30, 2018Ladenburg Invests in Tech Startup Geared Toward the Self-EmployedThe firm aims to help advisors serve clients in an increasingly “gig economy” environment.No Comments
