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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Downsides of a Big IRA: Big Taxes for Your Spouse and KidsIf you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.
By Ethan M. West, CPA
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How to Optimize Social Security Claiming Age for Tax SavingsRather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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This Is Why More Wealth Won't Guarantee HappinessUnless you recognize where your motivation for building wealth comes from, it's unlikely to lead to lasting happiness. Here's what to do about that.
By Feroz Ansari, CFP®
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How to Get an Employer Match for Your Trump AccountYour employer can contribute up to $2,500 a year to your child's Trump Account. The funds won't be taxable income for you and are a deductible business expense.
By Blake Smith, CFP®, AIF®
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Is Your Family Office Losing Money? How to Track ItBuilding a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution.
By Michael W. Sonnenfeldt
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Strengthen Client Relationships: Easy Sales TweaksSmall tweaks to your sales process can uncover new opportunities and better serve your clients' retirement goals.
By Jim Bowman
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This Outdated Home Equity Rule Can Increase Retirement RiskInstead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.
By Craig Corn
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How Financial Advisers Can Thrive in the Age of AIFinancial advisers shouldn't fear being replaced by AI. Instead, embrace the role of a trusted guide who helps clients apply information they get from AI tools.
By Salvatore M. Capizzi, CEPA, CBDA
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This Is Why AI Can't Replace Your Financial AdviserAI can track spending, organize expenses, watch for unusual activity and remind us when to pay bills, but it can't offer personalized financial advice.
By Kevin Brauer, MBA, CPA, CMA
