FINANCIAL PLANNING/WEALTH MANAGEMENT

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Biden, IRS Take Aim At Wealthy's Use Of Donor-Advised Funds

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The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.

Sponsored Content: What Your Clients Want From Life--Men Vs. Women Edition

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Advisors need to understand their clients on a deeper level than just their assets.

Ed Slott Sees Boomer Retirements, Layoffs As 'Amazing Opportunities' For Advisors

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Now is the ideal time for advisors to turn 401(k) account holders into clients, he said.

Arizona Advisor Spearheads Tax Law That Aids Retirees

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Matthew Benson has helped enact state laws that benefit retirees on several fronts.

Too Few Of Your Executive Clients Are Seeking Stock Options

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Executives need to know that asking for stock options as part of their compensation is not taboo.

Inheritances Be Damned: Clients Want To Spend While They Still Can, Advisors Say

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In the wake of the pandemic, more clients are seizing the moment and putting their money to use before they die.

Brainard Vows Corporate Tax Hike With Trump Cuts Set To Expire

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The Biden administration wants to preserve tax breaks that were given to the middle class, he said.

Advisors Say Move Gingerly With Suddenly Wealthy Clients

by Ben Mattlin

The psychological adjustment to receiving a lot of money can take years, they say.

Biden Wants to Tax IRAs Over $10 Million, Require Mega RMDs

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The president's budget proposal would also end backdoor Roth conversions for the wealthy.

Advisors See Clients Being More Open About Estate Planning, Edward Jones Says

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Clients are bringing more family members into the conversation, a company survey found.

5 Lessons From 150 WealthTech Podcasts

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Here are five “headlines” to emerge from three years of listening to the WealthTech on Deck podcast.

Trump Individual, Estate Tax Cut Renewal To Cost $4.6 Trillion, CBO Says

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The estimate is more than double the cost of the original Trump tax cuts.

When Your Client Does Not Win The Billion Dollar Lottery

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Although your client did not win the lottery, they can still have experiences and be generous during their lifetime.

Understanding The Disconnect Between High Income And Low Net Worth

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A high-consumption lifestyle is one of the factors that keeps affluence an illusion for high-income earners.

Parents Are Taking On Majority Of Their Kids' College Costs, Northwestern Mutual Says

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A survey found that 95% of savers want to pay for more than half of their children's higher education costs.

Does The Growth Rally Have Extra Innings?

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Market strategists evaluate the crowd enthusiasm and ponder a pivot to value.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Using HSAs for long-term compounding can seriously add to clients' wealth. So why aren't more advisors recommending the strategy?

Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can help clients with expiring provisions of the Tax Cuts and Jobs Act, advisors say.

Why Wealth Management M&A Landscape Remains Active

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Here's a look at what's influencing the market today and what to expect going forward.

States Are Eyeing A New Tax On The Wealthy Who Move Away

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The "exit tax" would be slapped on wealthy taxpayers who move to another state.

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