Financial Planning Insider

Sep 11, 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

Precision in Planning: Creating Better Client Outcomes with Personalized, Data-Driven Financial Planning

Sponsored by: eMoney Advisor

Discover how you can enhance your practice with personalized, data-driven strategies. Download the eBook to learn practical steps to align your financial plans with your clients' unique needs and objectives.

LEARN MORE

WEBCAST DATE: September 26, 2024

Mastering Wealth Management: Strategies for Ultra-High-Net-Worth Clients

Join this webcast to discover tools and insights to navigate this complex environment and secure your clients' financial legacies.