See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. But with planning, such costs and complexities can be reduced or even eliminated. These are...
The best financial advisors pride themselves on their ability to navigate a client through the emotions of the market, helping them deal with the issues that come with having wealth and needing income.
The Tax Increase Prevention Act renews most expired tax provisions through 2014 and introduces an alternative to traditional special needs planning techniques.
Victor Ngai is an Assistant Vice President of the Business Resource Center (BRC) for Advanced Markets at The Guardian Life Insurance Company of America.