Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
How Year-Round Tax Planning Can Reduce Tax Season Stress
Meeting tax deadlines is crucial, but good year-round habits — including making use of workplace benefits — can help lower your tax bill and your stress levels.
By Kate Winget
-
Who Needs a Trust and Who Doesn't? A Financial Pro Explains
Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Is That Really Your Grandkid Calling, or Scammers Using AI?
AI has given fraudsters new tools that make it even easier to identify vulnerable retirees and steal their money. What can you do to stay safe?
By Chris Dixon, RFC®
-
You May Still Be Able to Defer Your 2025 Capital Gains
People who realized a capital gain in 2025 can still use Qualified Opportunity Fund tax incentives to defer it, even if they've already filed their taxes.
By Michael Kelley
-
Longevity and Asset Allocation: Rethinking Stock-Bond Splits
Using age to determine your stock-bond mix is the default for retirement investing. But now retirement can last 30 years or more, it's time to rethink the rules.
By Feroz Ansari, CFP®
-
5 Ways to Sort the Best From the Rest When Hiring a Financial Adviser
Whether you're hiring your first financial adviser or searching for a new one, looking for these key attributes can help you find the right fit.
By Kelli Kiemle, AIF®
-
How Alternatives and Self-Directed Investing Reshape the IRA
Investors are exploring self-directed IRAs where they can hold traditional and alternative investments in one account.
By Adam Bergman
-
Has Your Dream Nest Egg Become a Tax Nightmare? What to Do
Retirement savers with big bucks in traditional IRAs and pretax 401(k)s could face huge tax bills when their RMDs kick in. Here's a potential solution.
By Martin Baker, CFP®, CEPA®
-
Decluttering and Selling Your Stuff? What to Know About Taxes
Clearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.
By David Jaeger, CFP®
