Financial planning

Insights and perspectives on financial planning and wealth management topics.

Financial planning

A window of opportunity currently exists to help your clients potentially lock in higher lifetime estate and gift tax exemptions. Use this guide to aid conversations with your clients now to help ensure they are meeting their objectives.
Financial planning

A disciplined, annual approach to Roth conversions can increase balances in tax-free savings vehicles and reduce taxes over the long term. Learn how your clients may benefit from moving assets to a Roth over multiple years.
Financial planning

Five questions provide a roadmap for this critical conversation. Get information for your clients that can help plan for future care.

Financial planning content

Financial planning

A special needs trust can be a powerful tool to help create financial security for a person with a disability without jeopardizing public assistance benefits. Learn how you can help your clients protect the assets and benefits of those with disabilities.
Financial planning

When looking to transfer large amounts of assets to future generations, consider selling assets to an intentionally defective grantor trust (IDGT) to potentially create greater tax savings than other gifting strategies.
Financial planning

Family Limited Partnerships (FLPs) are powerful estate planning tools for high net-worth individuals and families to consider. Learn more about FLPs and if they may be right for your clients.
Financial planning

For married couples who want to structure how their wealth is transferred, a combination of credit shelter and marital trusts may be appropriate. Learn estate planning tips that can help protect your clients’ wealth.
Financial planning

An overview of the law's key provisions and possible implications for retirees and retirement savers. Learn about changes and updates to items that can impact your clients such as changes to the required minimum distribution age and increases in plan catch-up contributions.
Financial planning

A window of opportunity currently exists to help your clients potentially lock in higher lifetime estate and gift tax exemptions. Use this guide to aid conversations with your clients now to help ensure they are meeting their objectives.
Financial planning

This quick reference guide is a great resource for 2024 planning discussions with clients, summarizing tax deductions, tax credits, and contributions to retirement plans found in various federal tax publications and websites. Use this guide to quickly find important information for tax planning with your clients.
Financial planning

Go beyond investment management strategies for your clients and explore these tax planning techniques that may help them increase after-tax wealth. Learn methods that can help “smooth” your clients’ annual earnings.
Financial planning

Your clients may be eligible to collect Social Security as early as 62, but if they're in good health and can afford to wait, delaying benefits until age 70 yields greater benefits for most people. Help your clients learn what they can gain by taking Social Security later.

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