We conducted a recent survey on financial advisors who have sold defined benefit plans with us and learned the No. 1 marketing tool they wanted was a white paper on cash balance plans. And we’re pleased to add a cash balance white paper to our wide-ranging collection...
With the booming gig economy, there are more high-income self-employed people than ever. If you are self-employed, you may not have planned for high taxes this year. But a defined benefit retirement plan can help reduce taxes and build wealth if you open the plan...
Top 2015 Tax Changes Advisors Should Know Every year, the experts at Trusts & Estates pull together a roundup of the year’s most important and interesting tax law cases. This information isn’t limited to attorneys and other estate planners—advisors can benefit...
This week’s round up includes advisors who go beyond investment advice, climate change and investment, time management for advisors, applying ‘Michelin three-star’ concept to advisors and ways to save money on taxes before year’s end. Advisors...
Financial Advisors: Are you overlooking high-income clients because they are not yet high net worth (HNW)? Many advisors seek clients with high net worth, but it’s the high-income clients you can help most by growing them into high net worth (thanks, of course, to...
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