New Year, New IRS Life Expectancy Tables
These new tables come just as America experiences a downtick in life expectancies because of the coronavirus and its reverberations.
Advisor Insights
Featured
The Value of Nonmonetary Returns
What coronavirus has taught us about how advisors can incorporate considerations of well-being into goals.
Say the Right Thing: How to Be a Better Ally
Here are essential allyship phrases to know.
10 Financial Do's and Don'ts for Super Accumulators
Having substantial wealth is not a reason to skip retirement planning.
The Secure Act, RMDs, and Beneficiaries: Another Wrinkle
Here’s what you need to know if you are a current holder of inherited benefits.
How Biden's Tax Proposals Could Affect You
What to do now, and what to prepare for.
Year-End Tax Planning During Uncertain Times
Tax laws are in flux, but investors can take these steps now.
What’s a Widow to Do With Inherited Retirement Accounts?
Here's a checklist of potential tax issues and elections.
Now's the Time to Consider a Roth Conversion of Aftertax Money
Take advantage of this loophole before proposed legislation takes it away at the end of the year.
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors should be considering.
Morningstar Investment Conference--Exciting!
What I'm watching.
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
Coaching Confidence and Catering to All Levels of Wealth
Charlotte Geletka helps clients feel secure in their financial decisions.
8 Financial Do's and Don'ts for the 7-Figure Retirement
Spending your nest egg carefully is just as important as building it.
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
What Are the Barriers to Sustainable Investing?
Integrating sustainable investing into an advisory practice requires understanding the hurdles.
The Executor’s Guide to Retirement Plan Distributions: Income Taxes
Continuing a look at issues executors face when retirement benefits are payable to the decedent’s estate.
Integrating Sustainable Investing: Strategies for Transitioning a Portfolio
Here are several approaches, with an eye toward optimizing ESG outcomes and minimizing tax consequences.
How Ethical Is Automatic Enrollment in Retirement Plans?
We explore how people view the ethics of this feature.
Integrating Sustainable Investing: The Landscape of Opportunities
We’ll highlight the most popular approaches to sustainable investing, grouped by asset class.
For Women in Finance, Challenges Remain at the In-Person Workplace
Along with the networking events and conferences comes a return of workplace challenges.
Finally, a Solution to the Limits on State and Local Tax Deductions
Pass-through entities emerge as a workaround for the SALT cap.
More Advisor Insights
- Wash Sale Challenge: What Is Substantially Identical?
- Adding Project-Based Planning to Your Advisory Business
- The Tool Kit for Sponsoring Black Female Advisors
- The Myth of the 'Asian American' Client
- A Sneak Preview of Secure Act Regulations
- Is the Secure Act Good or Bad for Trusteed IRAs?
- Understanding Regulation on Cryptocurrency
- Helping Clients With an ESG Investing Policy Statement
- Is Your Succession Plan Future-Focused?
- The Case for Real DEI in Your Advisory Business
- With Biden Tax Proposals, Charitable Strategies Rise in Importance
- 8 Key Steps to Provide Better Advice to Latino Clients
- 5 Financial Mistakes Business Owners Made During the Pandemic
The Long View
- Bob Seawright: 'There Is No Such Thing as a Passive Investor'
- Fritz Gilbert: Early Retirement Made Simple
- Zachary Karabell: Brown Brothers Harriman Is the Story of American Capitalism
- Dhananjay Phadnis: 'ESG Investing Is Still at a Very Early Stage in Asia'
- Tadas Viskanta: Luck Plays a Big Role in Investing
- Lynnette Khalfani-Cox: 'There's a Huge Wealth Gap in America'
- Hal Hershfield: People Treat Their Future Self as if It’s Another Person
- Laura Carstensen: 'I'm Suggesting We Change the Way We Work'
- Meb Faber: 'To Be a Good Investor, You Have to Be a Good Loser'
- Daniel Crosby: 'If You're Excited About It, It's Probably a Bad Idea'
- Michael Falk: 'Retirement Planning Can Be Done More Simply'