Wealth management

Insights and perspectives on financial planning and wealth management topics.

Wealth management

RMD rules and calculations can be confusing, and SECURE Act 2.0 didn’t simplify things. This quick reference guide can help you talk to your clients about timing of their first RMD, aggregation rules, calculating RMDs, and strategies to reduce RMDs.
Wealth management

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

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 content

Wealth management

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

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.
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

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

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

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.

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