Asset Management

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Wealth management

Insights and perspectives on financial planning and wealth management topics.

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Wealth management

Save on Taxes with Qualified Charitable Distributions

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

Which Small Business Retirement Plan Is Best for You?

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

Should You Name a Trust as IRA Beneficiary?

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.

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Wealth management

Family Limited Partnerships

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.
Wealth management

Basics of Trust Income Taxation

By understanding how income taxes are treated for the main types of trusts, help your clients make tax-aware estate planning decisions.

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