How to Protect Aging Clients’ Finances
How to Protect Aging Clients’ Finances
Sep 08, 2011
Bob Morrison was working up a comprehensive financial plan last year for new clients when he began noticing some odd behavior. Morrison, a planner based in Littleton, Colo., had been working with the couple—a 64-year-old man and his 52-year-old...
Q&A with Charlotte Beyer, CEO, Institute for Private Investors: “Everyone is looking at the ultra-high-net-worth market.”
Q&A with Charlotte Beyer, CEO, Institute for Private Investors: “Everyone is looking at the ultra-high-net-worth market.”
Sep 06, 2011
Charlotte Beyer has been a trailblazer in the wealth management business before the phrase “wealth management” was even being used. In 1991, the then 43-year-old financial services executive founded the Institute for Private Investors as a peer...
In-plan Roth Rollovers
Sep 01, 2011
An in-plan Roth rollover (IPRR) is effective for distributions from Internal Revenue Code Section 401(k) plans and IRC Section 403(b) plans made after Sept. 27, 2010 and for distributions from IRC Section 457(b) plans for taxable years beginning...
Helping Clients Reach Their Great Digital Beyond
Helping Clients Reach Their Great Digital Beyond
Sep 01, 2011
We've all done just that, probably more often than we should admit. On the way to getting started with a new social media or online service, most of us didn't actually read the terms of service. Have you ever stopped to consider what...
Planning for the Here and Now
Sep 01, 2011
In the past few months, we've witnessed political and economic events that are unprecedented in recent memory. The debt crisis and ensuing investment market fluctuations, record low interest rates that we've been assured are unlikely to...
Estate Administration in Cyberspace
Sep 01, 2011
Until just a few years ago, an estate executor on the hunt for important documents might find them in a filing cabinet at a decedent's home or in a safety deposit box at a bank. But now, with powerful computers and easy access to the Internet, a...
Death by IRA Beneficiary Designation
Sep 01, 2011
Individual retirement accounts have long been treated as the proverbial red-headed stepchild of estate planning. Until recently, they were often overlooked, dismissed or disregarded when estate planning was undertaken. But with upwards of $14...
State Death Tax Planning
Sep 01, 2011
Once upon a time, estate planners focused almost exclusively on the federal tax implications of their planning for clients. State1 death taxes, which were simple by comparison, didn't merit similar concern. In the past decade, however, tax law...
Set It, But Don't Forget It
Sep 01, 2011
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...
How to Murder a 2010 Roth IRA Conversion
Sep 01, 2011
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...
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