Financial Planning Insider

Dec 07, 2024

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ALM | ThinkAdvisor

Analysis

Childfree Planning Turns Traditional Advice on Its Head

By Dinah Wisenberg Brin

People without children are "underserved, underrepresented and sometimes mistreated," advisor Jay Zigmont says.

How a President Harris Would Tax the Wealthy

By Melanie Waddell

While the presidential candidate has supported proposals like a wealth tax, she is likely to hit stiff opposition.

Slideshow

The Best Colleges in 15 Categories: Princeton Review, 2024

By Michael S. Fischer

These schools are tops in professor quality, food, financial aid and more, according to the test-prep company.

Ed Slott: IRS' Cure for Conflicts Could 'Wipe Out' IRAs

By Melanie Waddell

The enforcement mechanism against prohibited transactions is excise taxes, which can hurt clients, Slott says.

Best Practices

Beware Roth 401(k) Matches' Tax Consequences: Jamie Hopkins

By John Manganaro

Individuals could face a surprise income tax bill by not realizing that the company wasn't withholding taxes.

3 Ways Advisors Can Support Business Owner Clients Now

By Juan Jose Pe rez

Too many feel awful. Help with retirement and succession planning may ease some concerns.

Resources

Tech Is the New Talent Magnet: Firms That Invest in Innovation Attract Top Advisors

Sponsored by: Addepar

In a competitive market, attracting top financial advisors requires cutting-edge technology, enabling them to focus on high-value client work and grow their business. Discover how innovative solutions can give your firm a competitive advantage in the race for top talent.

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ON DEMAND

The Future of Direct Indexing: Elevate Your Practice

ThinkAdvisor, sponsored by Orion

Join this webcast to discover how to elevate the value you provide to client portfolios in a variety of personalized ways — and how to expand your client base.

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