Elimination Of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says
Thu, Jun 10, 2021
President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More
Can I Deduct My IRA On My Tax Return?
Thu, Feb 25, 2021
Is a contribution to an individual retirement account (IRA) tax-deductible? For many of us, the short answer is: You bet! That’s what IRAs are for. However, there are rules and limits. Read More
By By Amy Fontinelle at Investopedia
Fee-based vs. fee-only financial planners
Tue, Jan 26, 2021
Although “fee-based” and “fee-only” financial planners sound similar, they both have different fee structures and different obligations to investors. Here’s what you need to know about fee-based vs fee-only financial planners. Read More
By Bea Bishoff
What You Need to Know Before Lending Money to Family
Thu, Jan 21, 2021
......Carefully consider what you’re entering into and take the time to determine whether the arrangement makes sense from a relational perspective and in terms of wealth planning....... Read More
By Peter Lazaroff
The Types of Fiduciary Financial Advisors
Thu, Dec 17, 2020
Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including:
Fee-only fiduciaries.
Certified financial planner fiduciaries.
Registered investment advisor fiduciaries.
Retir... Read More