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Registered Rep. May 1, 2004 Kevin McKinley |
Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts.  |
Investment Advisor December 2005 Tere D'Amato |
The Tax Advisor: The Fine Print You can defer taxes with a private annuity trust. But do so carefully. Putting the strategy into play can be challenging and carries risks often not fully considered.  |
Commercial Investment Real Estate Nov/Dec 2006 McCready et al. |
A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral.  |
Registered Rep. May 1, 2006 Jennifer Popovec |
All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents.  |
Registered Rep. January 1, 2007 Kevin McKinley |
Immediate Annuities Equal Tax Rewards Thanks to a quirk in the tax code, using an immediate annuity may give your clients both higher income and lower taxes -- catapulting the after-tax return on an immediate annuity well beyond what is offered by other conservative fixed-income investments.  |
Investment Advisor June 2006 I. Jay Safier |
Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth.  |
Investment Advisor March 2007 Savita Iyer |
Uncle Sam May Take His Cut Private annuity trusts lose their luster as the IRS nears a final decision on this estate planning tool.  |
Registered Rep. October 1, 2005 Kevin McKinley |
Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes.  |
Financial Advisor January 2007 Gail Liberman |
Death Of A Tax Shelter? A proposal by the Treasury Department and the IRS has effectively killed the private annuity trust as a way to postpone taxes on the sale of appreciated property.  |
Investment Advisor January 2006 Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.  |
Financial Planning October 1, 2005 Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?  |
Financial Planning October 2, 2007 |
Compliance Advisors should research the annuity product options fully to select the best choices and riders to meet clients' needs.  |
Commercial Investment Real Estate Jan/Feb 2007 David A. Adkins |
Cashing Out Investors can use the structured sales concept to exit completely from real estate holdings.  |
Financial Planning September 1, 2007 Gene Fama Jr. |
Equities Decoded Fama and French's famous three-factor model gives a clear view of stock prices. Here's how it works.  |
Financial Planning April 1, 2005 Jerome S. Golden |
Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix.  |
Financial Advisor May 2012 Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?  |
Investment Advisor June 2006 John Rekenthaler |
In Defense of Style Boxes Style boxes are undeniably useful instruments for categorizing funds, for understanding a portfolio's positioning, and for communicating with clients. There is no reason to expect more from them.  |
Commercial Investment Real Estate Nov/Dec 2005 Chuck Wise |
End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help.  |
BusinessWeek May 8, 2006 Toddi Gutner |
Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy.  |
Financial Planning September 1, 2013 Allan S. Roth |
How to Calculate an Advisor's Value Morningstar has a new way to measure the payoff to clients from working with a good planner. Do you measure up?  |
Registered Rep. June 7, 2012 Mark Miller |
Who's Got the Best Annuity Deal in Town? It may surprise you, but "buying" Social Security's annuity by delaying withdrawals and living on other assets best enhances overall retirement income.  |
The Motley Fool January 30, 2007 |
Sell Your House, Tax-Free! New exclusion rules could let you keep more capital gains. Proper planning can save tens of thousands of tax dollars. Improper planning can cost you just as much.  |
Financial Planning September 1, 2007 Joseph A. Tomlinson |
Live Long and Prosper How can you help clients balance their asset needs with longer life expectancies? Longevity insurance may do the trick.  |
Financial Advisor July 2004 |
Problems Cited In Broker-Dealers' Variable Insurance Sales and More The newly released study comes as the NASD is proposing new rules governing the sale of deferred variable annuities... Board Of Standards Increases CFP Certification Fee... Technology Continues To Frustrate Advisors, FPA Study Says... etc.  |
Investment Advisor January 2006 Callahan & Howard |
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.  |
The Motley Fool April 2, 2004 |
Finding the Right Advisor A good financial planner can give you knowledgeable, unbiased advice on investments, insurance, taxes, and estate planning. He can save you time, money, and angst. Some tips on picking a financial planner.  |
Financial Advisor November 2004 Eric L. Reiner |
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.  |
Financial Advisor November 2004 Alan Lavine |
Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s.  |
The Motley Fool August 11, 2006 |
Avoid Paying Taxes When You Sell Your Home Play your cards right and keep a $500,000 gain, tax-free!  |
Financial Advisor November 2009 Deborah L. Jacobs |
Lemons Into Lemonade Whether the recession lingers in 2010 or the economy picks up, clients who transfer property now can reduce the size of a taxable estate while giving their beneficiaries substantial potential for those assets to increase in value later.  |
Financial Advisor April 2005 Gregory Bresiger |
Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances.  |
The Motley Fool January 13, 2004 Selena Maranjian |
Sell Your House Tax-Free! Don't leave big bucks on the table.  |
Financial Advisor March 2012 Scott A. MacKillop |
MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients.  |
Financial Advisor August 2009 Tere D'Amato |
Seeing Clearly Now Financial turmoil makes this a perfect time for advisors to breathe new life into estate plans.  |
Financial Advisor September 2008 Kenneth P. Brier |
Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action.  |
The Motley Fool March 24, 2005 Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you.  |
Commercial Investment Real Estate May/Jun 2013 Mary Stark Hood |
Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.  |
Financial Planning May 1, 2007 Jim Grote |
Learn by Teaching Chris White learns important financial planning lessons while instructing students on the certified financial planner curriculum.  |
Investment Advisor February 2009 Lewis Schiff |
Taking Advantage of a Down Economy The value of stocks, bonds, and real estate have dropped to levels that make it advantageous for high new worth clients to transfer assets to heirs.  |
Registered Rep. May 18, 2010 Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.  |
Financial Advisor April 2007 Matthew M. Brandeburg |
Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients.  |
Financial Advisor March 2005 Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.  |
Registered Rep. July 1, 2006 Janet Arrowood |
In Search Of Guarantees Consumers are taking a different approach to life insurance lately. While they may invest in stocks as they always have, even as they grow older, they increasingly look to eliminate risk and uncertainty from the life insurance products they buy.  |
Registered Rep. December 6, 2013 Daniel Crosby |
When Alpha Becomes Beta The Nobel committee sent a strong message with its choice of three scholars with widely divergent world views, perhaps signaling to the broader financial services world that people from all camps have a lot to offer as well as much to learn.  |
Financial Advisor August 2010 Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans.  |
Financial Advisor October 2010 Roy Diliberto |
Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.  |
Registered Rep. July 16, 2013 Alan Lavine |
Insurance Strategies to Build Wealth When it comes to life insurance, rarely does one size fit all. So why not tailor a policy to fit your client's investment and estate plans?  |
Financial Planning May 1, 2013 Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities  |
Financial Planning May 1, 2005 Janet Aschkenasy |
Longevity Insurance Who needs immediate annuities? Maybe some of your clients. Since annuities can provide most of a retiree's income, retirees are not forced to sell portions of a diversified portfolio for income under adverse market conditions.  |
Investment Advisor July 1, 2011 |
Not There Yet Letter to the Editor: "Does the Federal Government Have a Future in Annuities?"  |