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Tax Planning Articles
Crossing the second relationship bridge with clients brings a big payoff.
Gregory Reid specialized in MLP investments early on and is now reaping rewards for shareholders.
These life insurance policies have benefited greatly from the bull market, but questions remain.
Whenever the financials become suspect -- either for a multinational tech giant or an American small business -- it affects company valuation, but by how much?
Parents' own student loan debt prevents them from saving for their children’s college expenses, a CFP Board survey has found.
About 9,000 U.S. taxpayers have each accumulated at least $5 million in IRAs, said the GAO, raising questions about some investors’ tax-advantaged returns.
Same-sex couples have higher incomes and less unemployment than average, so they are just the people financial planners want to have as clients, an expert says.
Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.
The Internal Revenue Service is taking a closer look at free meals as a popular tax-exempt perk offered by companies such as Google.
The acquisition makes Great-West Financial the second largest provider in the U.S. defined contribution market with nearly 7 million participants, says the firm.
Financial Advisor Blogs
Portfolio Manager Insights
Life insurance allows retirees to spend a higher percentage of their portfolio after they stop working, tap emergency cash if needed, and pass more wealth to their spouse and heirs. + Read more
Thornburg expands on Bill Bengen's research by offering a strategy that it asked Bengen himself to study and may allow higher withdrawals than he originally proposed. + Read more