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October 2020

Choosing The Highest Safe Withdrawal Rate At Retirement

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When we close in on safer retirement withdrawal numbers, inflation must be taken into account.

How Do You Scale Special?

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Advisors must learn to make their process systematic and also somehow personal.

The Five Best 2020 Tax Planning Ideas

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This year will offer certain tax planning opportunities you won’t see in the future.

Is Succession In Founders’ Economic Interest?

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There’s a dirty secret when it comes to succession planning, and nobody likes talking about it.

Malta Pension Plans For Your Clients?

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These plans allow business owners to forgo many taxes they would pay on shares of their sold businesses.

2020: The Year of Anxiety

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We’re all in this together. And not.

Dueling Approaches To Roth Conversions

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Traditional Roth conversion strategies need to be challenged in light of the SECURE Act.

Planning This Election Year

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In 2020, clients likely are considering how to take advantage of current gift tax exemption mounts. Should they be concerned about giving too much away?

Methods Of Motivation

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How do private companies motivate employees in both the short and long term?

ARK Zeroes In On Transformative Disruption

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ARK Invest’s innovation-focused ETFs have delivered big returns.

Will 2020 Disrupt The Model Portfolio Boom?

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Advisors are conflicted about whether third-party model portfolios are right for them.

When Small Caps Grow Up

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Small-cap star manager Amy Zhang adds a mid-cap fund to her resume.

Virtual Retirement Reality

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How do we center our clients when their reality looks like a chaotic video game?

Smart Client Conversations On Social Security Gone Broke

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How to talk with clients about the worst-case scenario.

Advisor Emporium

AssetMark Expands Digital Servicing Tools

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Wealth management and tech services firm AssetMark has announced a new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the Covid-19 pandemic.

Editor's Note

A Tax Season Unlike Any Other

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It’s probably a safe bet that 2020 isn’t turning out in a way that any advisor or their clients expected one year ago.

Frontline News

If Clients Work From Home, Can They Be Taxed Twice?

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Those forced to work out of their home due to the pandemic may owe taxes to different states this year.

State Securities Regulators Urge Caution On DOL’s Fiduciary Rule

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There's not yet evidence the rules would help protect investors, NASAA argued.

Why Now Might Be A Good Time To Transfer Or Sell Assets

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The clock’s ticking on tax advantages used for next-generation asset transfers or selling one’s business.

Many Student Loan Borrowers Wish They Had Picked Cheaper Colleges

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Nearly half of borrowers didn't estimate their monthly payments before taking out the loans, Finra Foundation says.