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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2005
Jerome S. Golden
Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
May 8, 2006
Toddi Gutner
Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2004
Eric L. Reiner
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies. mark for My Articles similar articles
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. mark for My Articles similar articles
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! mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 13, 2004
Selena Maranjian
Sell Your House Tax-Free! Don't leave big bucks on the table. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2005
Raymond Fazzi
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2010
Alan Lavine
A Good Fit Immediate annuities fit well in retirement income plans. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 1, 2011
Not There Yet Letter to the Editor: "Does the Federal Government Have a Future in Annuities?" mark for My Articles similar articles