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FA Whitepapers

 

November 2018

 

Qualified Charitable Distributions You Can Manage
 

While many clients benefit from reduced tax rates and expanded tax brackets under the new tax laws, many will elect not to itemize this year, opting for the higher standard deduction. This white paper outlines charitable giving strategies that take advantage of the higher standard deduction while also avoiding taxes on RMDs for senior clients (donors). And you manage the investments!

 

Qualified Charitable Distributions You Can Manage
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The Race to Scalability 2018
Advisor Research on Investment Management Trends
 

Our ongoing research provides insights on how advisors are adjusting their business models to achieve better scalability and a higher level of service for their clients.

 

The Race to Scalability 2018
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Four Ideas To Finish The Year Strong
 

73% of pre-retirees say they want protected income for life in addition to Social Security. Are your clients looking for more financial and emotional certainty in retirement? Use our client-focused strategies to help identify the opportunities to add certainty to your clients' retirement income plans and add value to your client relationships. Your clients may be ready to lock in market gains, transfer wealth or explore ways to ensure their income portfolio accounts for longevity risk and inflation. So don’t miss these opportunities to help clients add greater certainty with protected monthly income for life.

Source: 2018 Guaranteed Lifetime Income Study, Greenwald and Associates.

 
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LCN-2263961-100218

 


 

 

 

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