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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Fed's Rate Cuts Could Have Impacts You Might Not Anticipate
Understanding how lower interest rates could impact your wallet can help you determine the right financial moves to make.
By Alex Astin, MBA, CEP®, IAR
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Past Performance Is Not Indicative of Your Adviser's Expertise
Many people find a financial adviser by searching online or asking for referrals from friends or family. This can actually end up costing you big-time.
By Jared Trexler
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If You're Not Doing Roth Conversions, You Need to Read This
Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs.
By Matthew Blecker, CFP®, CFA®
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Could Traditional Retirement Expectations Be Killing Us?
A retirement psychologist makes the case: A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg.
By Richard P. Himmer, PhD
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This Is How You Can Adapt to Social Security Uncertainty
Rather than letting the unknowns make you anxious, focus on building a flexible income strategy that can adapt to possible future Social Security changes.
By Will South, NSSA®
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How to Give Your Kids Cash Gifts Without the IRS Paperwork
Most people can gift large sums without paying tax or filing a return, especially by structuring gifts across two tax years or splitting gifts with a spouse.
By Jeremy Keil, CFP®, CFA®, CKA®
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'Boomer Candy' Investments Might Seem Sweet, But Beware
Products such as index annuities, structured notes and buffered ETFs might seem appealing, but sometimes they can rob you of flexibility and trap your capital.
By Mike Palmer, CFP
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Question: Are You Planning for a 20- or 30-Year Retirement?
You probably should be planning for a much longer retirement than you are. To avoid running out of retirement savings, you really need to make a plan.
By Bryan Pinsky
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How to Steer Clear of the Medicare Tax Torpedo
Better beware, because if you go even $1 over an important income threshold, your Medicare premiums could rise exponentially due to IRMAA surcharges.
By John J. Gardner, IAR
