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As the Internal Revenue Code's Section 7520 rate dropped this year to near-record lows (down to 3.2 percent in May 2008), some estate planners began recommending that clients create long-term grantor retained annuity trusts (GRATs) to lock in a...

Think you're smart? Try these brainteasers that recruiters use in actual job interviews.

Sometimes it makes sense for grandparents to fund a 529 plan—and not just for their kids’ kids sake.

On page 38 of the May 2008 cover story, How Do You Like Me Now?, Registered Rep. misquoted class-action attorney Jonathan Levine regarding information he gathered from brokerage clients invested in auction-rate securities. Levine, who is...

The most interesting, power-wielding players in the financial services business today.

Older Americans think you use too much jargon, and they think you have bad motives for it too.

A social-networking platform called Wall Street Survivor allows participants to manage a fantasy stock portfolio (risk-free, of course), and compete against friends and colleagues with the chance to win cash prizes. According to the rules...

Some firms are making it easy for you to create a comfortable and well-structured succession plan.

Flip your switch into growth mode, and get some practice.

I used to think that socially responsible investing (SRI) was basically the politicization of investing. Our society has become so politicized these days, I have heard people politicize food; when, in truth, we should be striving to maintain a...