Donald Jay Korn

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When older clients want to relocate, they must consider the cost of housing and health care, as well as taxes.
High-income clients pay more -- perhaps much more -- for Medicare Part B coverage.
HSAs offer deductible contributions, untaxed investment earnings and tax-free distributions.
IRA owners who arenít sure how heirs will handle the money could name a trust as beneficiary.
Retired couples may qualify for untaxed dividend income and long-term gains.
Some clients are wary of LTC insurance that they might never need, but combos offer flexibility.
A bear market near the start of retirement can speed portfolio depletion.
Steep tax on a conversion may discourage top-bracket clients, but there are options.
Giving away assets astutely may decrease your clients' estate taxes without triggering a gift tax.
"Mistitling of assets is one of the prominent causes of failed estate plans," asserts Avani Ramnani, CFP, director of financial planning and wealth management at Francis Financial.
Probate avoidance and incapacity protection can cost effort as well as money.
Outright bequests are simpler and less expensive, but wealth might be squandered by heirs.
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Oct 14, 2015
Nov 3-5, 2015
The Broadmoor Hotel in Colorado Springs, Colorado
Nov 4-5, 2015
New York Hilton Midtown, New York, NY