What’s a safe withdrawal rate in retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number...
Ten areas of guidance you may offer your clients to clarify their philanthropic legacy
Here’s a summary of the key provisions
Opportunities to enhance existing structures with permanent exemptions
Do you want a Luca Brasi, a Solomon or your Uncle Mike?
