Results for "estate planning"

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A recipe for future retirement security

January 22, 2015

When the American College of Financial Services released the results of its first-ever “Retirement Income Literacy Survey” last December, I dutifully reported the astounding results: Just 20% of retirement-age Americans can pass a basic...

Secrets for successful withdrawal strategies in retirement

January 22, 2015

If your clients are seeking sustainable income in retirement, perhaps they need to become a little more flexible — at least in terms of their withdrawals. Variable withdrawal strategies — tactics that permit clients to adjust their spending...

Blood and money: How familial strife can unravel estate plans

January 20, 2015

Few things can unravel a client's estate plan more than familial strife. That was the focus of a presentation at the American Institute of Certified Public Accountants' Personal Financial Planning conference on Monday. The session, “Blood...

In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy

January 20, 2015

When President Barack Obama delivers his State of the Union address Tuesday night, he will make proposals that could change the basic assumptions advisers rely on with wealthy clients, according to financial advisers. “Raising the top capital...

As more states recognize gay marriage, planning traps still await couples

January 15, 2015

Retirement and other financial planning is still a mine-field for many same-sex couples, especially those living in the 14 states that continue to bar gay couples from wedding. Even as the legalization of same-sex marriages has swept across...

Bull's-eye: How gun trusts can hit the mark with clients' estate planning

January 14, 2015

When it comes to estate planning for clients with firearms, they could either be sitting on a gold mine or a landmine. Sales of firearms have been climbing. The number of background checks performed by the FBI's National Instant Criminal Background...

Financial adviser sentenced to 51 months for ripping off elderly clients

January 6, 2015

Stealing from more than two dozen elderly clients gets a Bellingham, Wash.-based financial adviser a 51-month prison sentence. Being barred from working with clients in 2005 didn't stop Jeffrey Knutsen from ripping off his clients Don't miss...

The predictable downside of chasing performance

December 31, 2014

Chasing performance is almost always a bad strategy, so don't make it yours in 2015. The culprit is risk. Despite the steady drumbeat to the contrary, active management is not dead. Investing is getting more diversified and less expensive. In...

Chris Rock's divorce offers lessons in divorce planning

December 30, 2014

Every crisis contains a lesson, and advisers could learn a thing or two from Chris Rock's impending divorce from his wife of 18 years: Review your clients' prenuptial agreements. Gossip sites have been buzzing with the news of the comedian's...

7 biggest celebrity estate planning lessons of 2014

December 29, 2014

Celebrity estate plans often allow financial advisers a look at the mistakes and opportunities tied to certain strategies, and the biggest stories of the rich and famous in 2014 were no exception. From the battle over the value of one musician’s...

Strawberry strikes out with advisers

December 23, 2014

Darryl Strawberry's contract is striking out with financial advisers. Indeed, advisers said they would shy away from bidding on it an Internal Revenue Service auction next month. The remaining annuity from the deferred compensation Mr. Strawberry...

5 wealth and estate planning lessons from Grumpy Cat - Lessons for handling sudden wealth, via Grumpy Cat

December 12, 2014

Internet star Grumpy Cat may not be quite as wealthy as everyone thought, but she does make a great case for financial and estate planning in light of a sudden windfall. The frowny feline, a two-year-old cat named Tardar Sauce, recently made...

Joan Rivers' estate planning gambit: A New York state of residence

December 11, 2014

Joan Rivers' will is generating plenty of chatter in the estate planning community, as the document suggests the comedienne reduced her estate tax burden by claiming residency in one state and being based elsewhere. The late Ms. Rivers, who...

Don't ignore estate planning for millennial clients

December 3, 2014

The cobbler's children go unshod, and the estate planning reporter has no estate plan. Though estate planning has been a fun part of my coverage at InvestmentNews for about a year, I've always envisioned it as an esoteric practice for moneyed,...

Americans have a low retirement IQ

December 3, 2014

Americans' retirement income IQ is depressing. In a recent survey by The American College of Financial Services, only 20% of those surveyed can pass a basic quiz on the steps they need to take to secure their finances after retiring. “No one...

Why the IRS is toothless in the fight against supersized IRAs

November 20, 2014

Government Accountability Office solves the riddle of the multimillion-dollar IRA. Turns out the IRS is toothless in the fight because of endless legal disputes over asset values. Filling retirement accounts with stock that isn't publicly traded....

Early detection of Alzheimer's would allow for better financial planning

November 18, 2014

A new blood test being developed to detect Alzheimer’s can identify the disease up to a decade before a clinical diagnosis can spot the signs, a development that should help financial advisers better plan for their clients’ future. “From...

Most Medicare beneficiaries overspend on out-of-pocket costs

November 16, 2014

Studies consistently show that 90% to 95% of Medicare beneficiaries are overspending on their out-of-pocket health care costs. How is that happening? Generally speaking, most people don't understand their coverage and the choices they can make...

Mixing tax time and the holidays

November 16, 2014

The next eight weeks are critical for both investors and their financial advisers. It is the time when year-end tax planning takes place. Financial advisers are aware of this season, but clients usually need to be reminded and encouraged to...

Ring out the old year with a bowlful of tax strategies

November 6, 2014

With fewer than eight weeks left in the year, it's time to gear up for year-end tax planning. This year was a painful one for many high-net-worth taxpayers as they contended with higher levies on their 2013 returns from the American Taxpayer...

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