Advisors assemble! With "Avengers 2: Age of Ultron" cleaning up at the box office, we felt it was an appropriate time to point out that superheroes aren't the only ones who can benefit greatly from teaming up.
If passed, the proposed exclusion of art and collectibles from being used in like-kind exchange transactions would be yet another provision in the tax code that could discourage individuals from investing in art...More
A lot of people probably wish they could replicate the moves of famous activist investors like Carl Icahn, Bill Ackman and Daniel Loeb. Global X recently launched an ETF to give retail investors the ability to do just that....More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More
Join us for this 1st session of our Social Security webinar series as we cover basic things such as Social Security withholding, qualification, how benefits and Full Retirement Age are calculated....More
The vast majority of WealthManagement.com readers are either unfamiliar with life settlements, or are familiar with them but have never recommended them to clients. Many advisors associate life settlements with either an option for the terminally ill, or with unethical activities such as a stranger-originated life insurance (STOLI)....More
Successful family business succession planning requires estate planners to simultaneously navigate the difficult waters of overcoming family dynamics issues and executing an effective and tax-efficient estate plan for the senior generation....More