What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'
What’s a GRAT? Summarized simply, GRATs allow the grantor to freeze the value of their estate while transferring any future...
life insurance
New Social Security Chief Promises Overpayment Clawback Fix
Service fix needs: O’Malley said Social Security Administration service levels are poor partly because agency staffers are making do with...
Rob Arnott: On AI, 'Never Short-Sell a Bubble'
What You Need to Know Artificial intelligence is an example of companies opening a new industry deemed likely to be...
Icebreakers: 17 Questions to Ask Cruise Fans
6. What is your favorite port? Everyone who cruises has stories about great places they have visited. They often want...
3 Ways to Help Clients Minimize 2023 Tax Liability Now
What You Need to Know Employee clients can add to retirement accounts. They may be able to add to health...
How to Talk to Clients About Fed Moves
Sometimes, your clients will do better if they put their whole retirement nest egg in one exciting basket. David Byrnes,...
Insurtech Is the Consumer's Annuity Edge
What You Need to Know Human beings hate gathering the information needed to create annuity comparisons. Machines seem not to...
Best & Worst Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2024
Investors are generally feeling good about their advisors these days, though pockets of weakness exist, J.D. Power reported Thursday. Overall...
HSA Planning After 55: What Your Clients Might Not Know
What You Need to Know Clients 55 and older can make annual catch-up contributions to HSAs. After 65, they can...
Fed Pencils In 3 Rate Cuts in 2024
Fed officials have emphasized the projections are not a predetermined plan, and that the individual forecasts are subject to change...
