Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama
Both parents and their adult children report they are more comfortable talking to a financial advisor than to one another about planning and wealth transfer issues. Use these 7 tips to boost your firm's offering.
Successful professional women often have specific concerns when it comes to their estates. Be sure you can help address them.
The Federal Housing Administration clamped down further on reverse mortgages, saying it will no longer insure a variant of the product featuring a fixed rate and a line of credit.
New rules up the ante on estate planning, making it imperative that planners change their tactics.
As advisors work with an increasingly older clientele, it's imperative they arm themselves and their clients with the right documents to prepare for the inevitable.
As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.
As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist.
Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce.
Advisors need to spend more time helping clients plan for long-term care and inheritance allocations before problems arise, says one advisor and author.
Many considered Dec. 31, 2013, the final date for year-end tax planning, but there are numerous planning actions that you can take in 2014 retroactive to 2013. Here's a quick and easy guide to help with planning.
Congress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into post-tax plans. Their response was overwhelming.
The IRS has released the final regulations for the 0.9% Additional Medicare Tax that was imposed as part of the Affordable Care Act.
In the wake of this summer's Supreme Court ruling on the Defense of Marriage Act and Prop 8 -- as well as ensuing federal clarifications related to tax rules, employee spousal benefits and more -- same-sex couples now say they need help with financial planning.
The toughest conversations that advisors need to have with their clients have nothing to do with investment strategies.
The changes to the Home Equity Conversion Mortgage program introduce credit underwriting criteria to the product for the first time, which until now only had been using actuarial standards in the decision making process, a reverse mortgage specialist said.
IRS private letter ruling gives heirs choices about annuities.
Married gay couples living in all U.S. states can file joint federal tax returns, even if local authorities dont recognize their marriages, the Obama administration said today.
The estate is arguing that a tax bill calculated by the IRS overvalued assets including real estate, a Bentley automobile and the late singers image and likeness.
The IRS is going after the estate of Bill Davidson, former owner of the Detroit Pistons and auto industry supplier Guardian Industries, to the tune of more than $2 billion.
Proceed with care. Thats what bankers, accountants and wealth managers are telling same-sex couples considering financial changes because of the Supreme Courts rejection of a federal law denying them benefits.
For any number of reasons, clients sometimes want to prevent their inheritors from draining their IRA accounts right after they die. LPL Financial is joining a handful of other firms in offering a turnkey product -- a so-called inherited trusteed IRA -- for advisors to use in these situations.
The Supreme Courts landmark decision last month striking down the Defense of Marriage Act may have solved the estate tax problems of the lead plaintiff, Edith Windsor, but it still is leaving a lot of uncertainty among same-sex couples, particularly those in states that do not recognize same-sex marriage.