Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
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Should You Relocate to a New State for Retirement? A ChecklistThe decision to move to a different state should balance financial issues with the lifestyle you want, rather than simply choosing a low-income-tax state.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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These 4 Spending Mistakes Can Derail Your Retirement PlanMany plans focus on how much has been saved, but it's how much you spend that ultimately determines whether your plan works.
By Michael Pappis, CFP®
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Changing Jobs and Cashing Out Your 401(k)? Read This FirstMany workers find it easier to leave 401(k)s behind when they move to a new job, or cash out small balances that are better left invested, but you have options.
By Spencer Williams
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Retirement Tax Breaks That Could Cut Your Tax Rate in HalfIncorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.
By Jerry Golden, Investment Adviser Representative
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Giving Gamechanger: Why It's Time to Use a Donor-Advised FundA donor-advised fund can help you make the biggest impact on your chosen causes while remaining tax efficient in light of market gains and OBBBA tax changes.
By Mark Froehlich, CPA, MBA
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If You're Considering Law School, This History Lesson Is for YouAI is transforming the legal profession, potentially leading to an employment crisis for law school graduates. What can they do?
By H. Dennis Beaver, Esq.
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Feeling a Tax Bite? Municipal Bonds Could Be CompellingIf you just wrote a check to the IRS, that could be a reminder that today's municipal bond market may offer better after-tax outcomes than you might expect.
By Paul Malloy
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Your Portfolio Just Got Hammered: A Tax-Smart Way to RecoverIf your stock portfolio took a beating this spring, there's a little-known tax strategy that lets you defer — and potentially eliminate — capital gains taxes.
By Daniel Goodwin
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Ignoring These Retirement To-Dos? You're Risking Your WealthOverlooking these three important, albeit boring, tasks could have disastrous consequences for the retirement savings you've worked so hard to accumulate.
By Evan T. Beach, CFP®, AWMA®
