Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
USPS Retirement Funding: What Postal Workers Need to KnowThe Postal Service has admitted it's running out of cash. Employees need to take charge of their benefit and retirement planning before their options narrow.
By Eric Steffy
-
Silver Has Lost Its Shine: Buy the Dip?Silver was riding high earlier this year, but interest has waned now prices have pulled back. For the right investors, that presents interesting opportunities.
By Michael Joseph, CFA
-
Why Women Are Better Investors and How to Use Your EdgeStudies show women often outperform men by trading less impulsively, not chasing hot stocks, doing more due diligence and having the patience to buy and hold.
By Abraham S. Perez, CFP®
-
Cut Taxes on 401(k) Company Stock With the NUA RuleKnowing about net unrealized appreciation (the gap between what you paid for your company shares and what they're now worth) could save you thousands in taxes.
By Scott Schwitzer
-
Working Remotely Abroad? What to Know About Your PaycheckIf you're going to work for a U.S. company abroad, establish your employment structure and payroll plan before you move to avoid tax and cash-flow headaches.
By Nicolás Castillo, CPA
-
8 Retirement Tax Strategies Your CPA Won't ShareTax preparation calculates what you owe for the previous year, but tax planning helps lower your lifetime tax bill — and is vital for retirees with pensions.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
How the Energy Crisis Is Changing Real Estate InvestingFrom strategic 1031 exchanges to 100% bonus depreciation and Opportunity Funds, this is how savvy investors are turning global turbulence into long-term wealth.
By Daniel Goodwin
-
Does Your Charitable Giving Plan Need an Overhaul?Creating an intentional charitable giving plan allows you to align your contributions with your core values while making the most of your tax benefits.
By Marguerite Weese, JD, LL.M.
-
Choosing Your Trustee: These Are the Common OptionsA friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options.
By Denise McClain, JD, CPA
