Wealth management

Insights and perspectives on financial planning and wealth management topics.

Wealth management

Although this letter is not a formal estate planning document, it can be vital for maintaining family harmony and sustaining family wealth over time. Help your clients leave clear wishes during a time of chaos and create a legacy of clarity, calm, and control.
Wealth management

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.
Wealth management

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.

Wealth management content

Wealth management

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.
Wealth management

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.
Wealth management

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.
Wealth management

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.
Wealth management

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.
Wealth management

Annuity payout rates are the highest they've been in a decade. It may be a good time to explore the role an income annuity plays in creating a guaranteed income stream in retirement. Help your clients learn what they can gain by purchasing an income annuity now.
Wealth management

Primarily used to exclude the death benefit proceeds of life insurance from estate inclusion, irrevocable life insurance trusts (ILITs) remain a powerful tool in the estate planner's 'toolbox.' Learn more about how to protect the proceeds of you clients’ life insurance.
Wealth management

The taxation of bonds can be more complex than other types of investments. Use this guide to learn more about the tax impacts of the bonds your clients hold.
Wealth management

A SLAT may be an effective wealth transfer strategy to consider while the lifetime exemption remains at historically high levels. Learn when using a SLAT may be a benefit to your clients.

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