Wealth management
Insights and perspectives on financial planning and wealth management topics.
Wealth management content
Wealth management
Qualified Charitable Distributions (QCDs) can be an effective way for your older clients to give to charity as well as reduce their tax bill, since QCDs are excludable from taxable income. Learn how your older clients can save on taxes by making a QCD.
Wealth management
The retirement plan landscape is diverse for small business owners and those who are self-employed. Help clients understand the features of each option so they can make an informed decision.
Wealth management
When a client is named as trustee of a friend’s or family member’s trust, they should understand the responsibilities required to fulfill the role so they can make the best decision to accept the role, or not. Learn how you can help a client make the right decision.
Wealth management
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.
Wealth management
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.
Wealth management
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.
Wealth management
Down markets combined with rapidly rising interest rates can be unsettling for investors, even experienced ones. While declining balance sheets can cause short-term concern, they also present an opportunity for long-term wealth transfer.
Wealth management
This quick reference guide is a great resource for planning discussions with clients, summarizing tax deductions, credits, and retirement plan contributions limits for 2025. Use this guide to quickly find important information for tax planning with your clients.
Wealth management
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.