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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Your Expert Four-Step Guide to True Financial Freedom
Yes, you can achieve financial independence, even if it seems elusive. While it may not be an easy journey, these are the steps to get things rolling.
By Anthony Martin
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The Private Annuity Sale: A Smart Way to Reduce Estate Taxes
In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity.
By Jeffrey M. Verdon, Esq.
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This High-Performance Investment Vehicle Can Pump Up Wealth
Leave online real estate investing to the beginners. Accredited investors who want real growth need the wealth-building potential of Delaware statutory trusts.
By Daniel Goodwin
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Eight Tips to Help Make Your Money Last Through Retirement
Are you worried you will outlive your money? Considering these eight tips could go a long way toward ensuring your retirement money lasts as long as you do.
By Katherine Tierney, CFA®, CFP®
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This Is the Retirement Phase Nobody Talks About
What you do in the five years before retirement and the first 10 afterward can establish how comfortable you'll be for the rest of your life.
By Kyle Hammerschmidt, Investment Adviser
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Gen X Turns 60: It's Time to Remix Your Retirement Playlist
If you want a worry-free retirement, you can't keep playing the same old song. You need to freshen up your financial strategies, as well as your music.
By Blake Gunderson
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This 3-Part Retirement 'Crash Plan' Helps Cushion Turbulence
Having a plan ready to go when markets get wild — covering how you'll handle income, rebalancing and taxes — can be the ultimate retirement secret weapon.
By Ken Clark
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Here's How to Plan This Year's Roth Conversion
While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and developing a long-term strategy.
By Matthew Eilers
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Four Times You Need a Second Opinion on Your Financial Plan
Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's time for a second opinion.Evan
By Evan T. Beach, CFP®, AWMA®
