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Financial Planning
March 1, 2013
Martin Shenkman |
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.   |
Registered Rep.
November 2, 2015
David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
Registered Rep.
March 28, 2012
Lena S. Rizkallah |
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. |
The Motley Fool
October 8, 2009
Dan Caplinger |
These Stocks Will Help You Beat the IRS Stay aware of taxes, and you'll keep more of your money. |
Financial Advisor
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
Financial Planning
February 1, 2013
Martin Shenkman |
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider. |
The Motley Fool
February 5, 2009
Dan Caplinger |
Get Uncle Sam to Pay for Your IRA Huge tax benefits add up. |
Commercial Investment Real Estate
Sep/Oct 2013 |
CCIM Connections As the National Association of Realtors' senior policy representative for federal taxation, Evan Liddiard keeps close watch on tax laws affecting both residential and commercial real estate. |
The Motley Fool
September 14, 2009
Dan Caplinger |
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape. |
The Motley Fool
July 13, 2010
Selena Maranjian |
Will Taxes Soon Skyrocket? The situation may not be as dire as it seems. |
The Motley Fool
July 17, 2009
Dan Caplinger |
You Can Save Thousands Without Lifting a Finger Rather than cashing in the long-held winning stocks in your portfolio, you may find that by holding onto those winners, you can legally avoid paying huge amounts of money to the folks you'd least want to have it -- the IRS. |
Financial Planning
May 1, 2013
Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
The Motley Fool
March 27, 2009
Dan Caplinger |
Cut Your Taxes With This Easy Step Choose the right shares to sell and save. |
The Motley Fool
August 13, 2009
Dan Caplinger |
This Simple Tip Will Make You Richer Often, it can make a bigger difference than what you invest in. Consider taxable and non-taxable plans and mutual funds as well. |
Financial Planning
April 1, 2013
Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. |
The Motley Fool
January 5, 2010
Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. |
Financial Planning
May 1, 2012
Scott Wenger |
New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye. |
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
The Motley Fool
October 11, 2010
Dan Caplinger |
Get These Stocks Out of Your IRA! In some cases, tax-deferred accounts can do more harm than good. |
The Motley Fool
March 5, 2010
Dan Caplinger |
This Could Save You From Financial Disaster It's not just about retirement. Tax-favored retirement accounts like IRAs and 401(k) plans come with a host of benefits. |
The Motley Fool
March 11, 2010
Dan Caplinger |
Smart Moves to Secure Your Retirement It takes a lifetime of smart investing to build up the nest egg you need to have a financially secure retirement. Once you've successfully retired, though, it still takes clever planning to hang onto as much of your money as you possibly can. |
Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
Commercial Investment Real Estate
Nov/Dec 2012
Christopher H. Volk |
To Lease or not to Lease? That is the question corporate managers must answer. |
Financial Planning
December 1, 2012
Ann Marsh |
Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end.. |
Financial Planning
May 1, 2013
Martin Shenkman |
New Take on Trust Strategy Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps. |
Financial Planning
August 1, 2012
Martin Shenkman |
Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable. |
On Wall Street
April 1, 2012
Todd Colbeck |
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? |
Commercial Investment Real Estate
Mar/Apr 2012 |
CCIM Connections Economists are mostly prophets of doom these days, but Mark Dotzour, chief economist and director of research for the Real Estate Center at Texas A&M University, has some good real estate news to share. |
Financial Planning
May 1, 2013
Jim Grote |
How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership. |
The Motley Fool
February 8, 2010
Dan Caplinger |
How to Prevent a Retirement Implosion Even if you think you've saved enough for a comfortable retirement, you're not out of the woods yet. The key is making it through the first few years. Here's how. |
The Motley Fool
July 14, 2009
Dan Caplinger |
The Best Way to Invest $5,000 Today You really need this weapon in your investing arsenal. If you're not using a Roth IRA to invest up to its current maximum of $5,000 per year -- $6,000 for those 50 or older -- then you should remedy that situation quickly. Your portfolio's depending on it. |
Registered Rep.
February 4, 2015
Jason Smolen |
Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax. |
Financial Planning
September 1, 2012
Ann Marsh |
Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions. |
Financial Planning
October 1, 2013
Martin Shenkman |
New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants. |
The Motley Fool
January 5, 2010
Dan Caplinger |
The Smartest Money Move You'll Ever Make The right answer to this question could mean millions. the doors are open for those who want to convert existing retirement accounts to Roth IRAs. And never before have so many people been interested in making the move. |
Registered Rep.
April 1, 2008
Alan Lavine |
Survivorship Life Back In Favor Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors. |
The Motley Fool
January 6, 2010
Dan Caplinger |
Why You Should Convert to a Roth Right Now With a free do-over in your pocket, there's no reason why you should wait to do a Roth conversion. |
The Motley Fool
June 23, 2006
Roy Lewis |
Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how. |
The Motley Fool
January 4, 2010
Dan Caplinger |
The First Thing You Should Do in 2010 Today is the first business day you can make IRA contributions for 2010. By getting your money in quickly, you can enjoy the benefits of tax-deferred growth that much sooner. |
Financial Advisor
October 2012
Mary Rowland |
Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year. |
The Motley Fool
December 24, 2008
Dan Caplinger |
Government Help That's No Help at All Investors aren't getting enough from the government's new law on retirement accounts. |
Registered Rep.
November 1, 2005
Kevin McKinley |
Doing the Family a Favor When you suggest to your recently retired clients that they consider moving money from an IRA to a Roth IRA, you may not want to highlight the fact that this year's check to the IRS is going to be a bit bigger than expected. |
On Wall Street
November 1, 2012
Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. |
Registered Rep.
May 27, 2015
Susan R. Lipp |
Note From The Editor: June 2015 Timely issues for advisors include retirement benefits, Social Security benefits, and estate planning. |
Commercial Investment Real Estate
Sep/Oct 2012
Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. |
Financial Planning
December 1, 2012
Donald Jay Korn |
Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards. |
The Motley Fool
March 23, 2007
Rich Duprey |
The No-Sweat $1 Million Portfolio Simple steps that don't require choosing individual stocks can make you a millionaire. |
The Motley Fool
April 7, 2010
Dan Caplinger |
You Can Still Save Thousands on Your Taxes Last-minute filers, unite. You have nothing to lose but your tax bill. |
The Motley Fool
November 4, 2010
Selena Maranjian |
Good and Bad News for Your 401(k) Maxing out this retirement account can produce powerful results. |
The Motley Fool
April 13, 2010
Selena Maranjian |
The Tax Deadline You Can't Afford to Miss Filing late won't exempt you from playing by the rules. |
