In the U.S. world of estate planning, it would be difficult (some might say impossible) to find an attorney who is not familiar with trusts. In that same world, however, it would be nearly as difficult (some might say improbable) to find an...
Starting next year, a lot more people will be eligible to rollover IRAs into Roths. But your clients don't know a whole lot about it. Do you?
If you advise on retirement plans, you'd better understand ERISA. Because of a Supreme Court ruling, it's easier for disgruntled clients to sue.
In the past, the defined contribution plan business was generally regarded as too much work for too little pay. But times have changed.
While Congress is preoccupied with other matters, legislation reforming estate taxes remaind stalled. What should advisors be discussing with their high-net-worth clients to alleviate some of the uncertainty?
Don’t bet on any. Congress just might do nothing and send us back to the 2001 scenario—permanently. Advisors should consider taking immediate action to plan properly for that, and other possible scenarios
The heirs won—eventually. But a case out of New York reminds lawyers everywhere of the importance of tax apportionment in estate planning
Fidelity announced a new and improved online trading platform today, significantly expanding its international and foreign currency investment capabilities for financial advisors, broker-dealers and retail investors. With U.S. long-term growth...
