Four page worksheet for assessing the most appropriate type of CCRC for clients
Practical guide for investors to analyze and identify their housing needs as they age
Two page directory of resources for investors and advisers
Two page worksheet for assessesing the appropriate 24-hour nursing facility for clients
Two page "In general, don't generalize" guide
Two page worksheet for identifying the appropriate 55+ housing communities for clients
14 page checklist for evaluating home safety
Eight page glossary of terms re: aging/housing
But declaring 'independence' comes with hefty taxes – which trusts can help curb.
As more employers switch to lump sum contributions, clients may miss out on market rallies.
Earnings above a certain threshold, charitable donations or business deductions may all be red flags that a client is a prime candidate for a tax audit. Here's a rundown of what advisers need to know to keep their clients away from the tax man.
Americans deserve simpler tax code to help them calculate how much they owe, tax regulator said this week
Meanwhile, Ways and Means to send tax extensions bill to full Senate on Thursday.
A New York regulator alleges that one insurer limited the returns of legacy variable annuity clients
With new IRS rules on rollovers coming soon, some tips on how to help clients avoid the tax man.
One-day training session promises to give you a leg up on the competition.
The devil is in the details when it comes to making sure retirement plan advisers are not at risk of a regulatory breach
Employers are turning to a new kind of adviser to help their employees save for retirement, a new survey shows.
