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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Why 'We Could Have Been Killed!' Doesn't Mean You Can SueA couple wanted to sue an auto dealership for a negligent repair they said could have proved fatal. Their claim had no legal basis. Then it took a darker turn.
By H. Dennis Beaver, Esq.
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5 Costly Inherited IRA Mistakes That Drain Your AccountWhether you're leaving your heirs an IRA or expect to inherit one, understanding withdrawal rules now will help ensure the IRS doesn't get a generous share.
By Eric W. Bond
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How to Grow Your Business During Economic UncertaintyGrowth-minded companies shouldn't wait for the economy to improve before going ahead with plans to expand. The real risk to the business is doing nothing.
By Gayle Jennings-O'Byrne
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Cash Balance Plans & 401(k)s for Business OwnersMost business owners stop at a 401(k), but you have other valuable pre-tax options, including cash balance plans. Just be sure to act before December 31.
By Mitchell Monson, CEP®
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Could an Incentive Trust Help Your Child Find Their Way?An carefully structured incentive trust can encourage adult children to be more responsible by only distributing an inheritance when they reach specific goals.
By Klaus Gottlieb, Esq.
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How Charitable Giving Can Be a Smart Financial MoveIf charitable giving is on your to-do list as year-end approaches, there are several ways you can maximize your impact while doing your own finances some good.
By Lawrence Sprung, CFP®, CEPA®
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3 Costly RMD Tax Mistakes to Avoid in Your 70sDon't stop tax planning when RMDs start. Making these common tax mistakes in your 70s can result in needlessly generous payments to the IRS.
By Jeremy Keil, CFP®, CFA®, CKA®
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Is a Roth Conversion Worth It? Why Timing Is EverythingIf you're a high earner or have a large sum in pretax retirement accounts, learn how and when to use Roth conversions to minimize future taxes.
By Ariel Dangelo
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We've Saved $2 Million: Is That Enough to Retire at 65?Can you retire at 65 if you've saved $2 million? It all depends on the life you envision, and how much work your portfolio needs to do to support it.
By Jeremy Keil, CFP®, CFA®, CKA®
