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Perhaps it's a matter of managing expectations and responsibilities between attorneys and clients about who will have the ongoing responsibility to ensure that various technical requirements and administrative details of an estate-planning...
Last year 2010 was the first year tax-deferred individual retirement accounts could be converted into tax-free Roth IRAs without having to worry about exceeding adjusted gross income (AGI) limits. Those who made the leap from a traditional IRA to...
Family offices must now square the corners of their ownership and investment process with a new regulation. The Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank) fundamentally changes the rules for family offices that provide...
Tom Paine should have been a financial advisor. Attempting to bolster the spirits of Continentals after a retreat from a superior British force in the winter of 1776, Paine wrote, The harder the conflict, the more glorious the triumph. What we...
Retail investors notoriously buy high and sell low. But in the latest rout, it appears a number of mutual fund investors got the timing right, withdrawing their money prior to the market selloff of Aug. 8-12, according to Morningstar data. In July...