Roth conversions — moving money from a traditional IRA or other retirement account into a Roth IRA — are not just for retirement planning. In the right situation, Roth conversions can help your clients transfer wealth tax efficiently to the next generation.

Anything your retired clients can do to lighten their reliance on large withdrawals from retirement savings during a market downturn can help preserve savings over the longer term. Help your clients be prepared to weather volatile markets in retirement.

Many families look to family wealth meetings to foster good communication and effective decision-making. While there’s no one-size-fits-all approach, some best practices can help wealthy families achieve their legacy goals.

If your clients own company stock in a qualified employer-sponsored retirement plan and they're at least 59½ or separated from their employer, the Net Unrealized Appreciation (NUA) tax rules may save them money. Learn more about when your clients may benefit from a NUA tax strategy.

Natural disasters are impacting more and more people with increased frequency and intensity. Share this checklist with clients to help them regain control, learn about available resources, and keep their financial life on track.

Selecting a trust as beneficiary of an individual retirement account (IRA) offers distinct advantages, disadvantages, and complexities compared to naming an individual. Learn if your clients should list a trust as a beneficiary of their IRA.

For any investor, a personalized approach to allocation that considers risk capacity, along with risk tolerance, can often be more beneficial than a general guideline. Learn how you can help your clients determine their risk capacity.