How Vanguard’s new actively managed ESG fund can fit into your portfolio

The goal of this new mutual fund is to outperform the broad global stock market by investing in a highly selective stock portfolio, representing approximately 40 companies. The fund is expected to hold stocks...

Thirteen of the Highest-Paid Wealth Management Executives

Most top executives in this industry saw a pay bump last year, as the wealth management business continued to experience strong performance....

7 Keys to Upgrading Your Advisor Tech

The average advisory firm spends anywhere from $10,000 to $50,000...

Post-Mortem Planning for Botched Beneficiary Designations

It’s an all too common occurrence: During the administration of a decedent’s estate, it becomes apparent that the decedent completed a beneficiary designation on a sizable retirement plan in a mistaken or totally misguided...

Designating Beneficiaries of Retirement Accounts

One of the most troublesome, anxiety-producing and perhaps least profitable areas of the modern estate-planning practice is planning properly for the ultimate distribution of clients’ retirement accounts on death. Yet, our clients often have...

Longevity: Does 4% Withstand the Test of Time?

Your clients nearing retirement age need to be concerned about outliving their investments. View the Original Article

Decanting Trusts to Remove Unwanted Beneficiaries

It’s generally beneficial to keep assets in individual retirement accounts for as long as possible because IRAs provide significant tax benefits. But, if IRA benefits are payable to a trust, and all of the...

QBI Planning Meets Retirement Planning

Issues to address with clients who want the best of both. View the Original Article

Required Minimum Distributions | Wealth Management

Tax-deferred retirement accounts, such as individual retirement accounts and tax-qualified employer-sponsored retirement accounts, must make required minimum distributions (RMDs), including after the death of the employee or account owner.1 Typically, RMDs may be made...

Roth IRA Conversion Sweet Spot

Many taxpayers are benefiting from the lower income tax rates generated by The Tax Cut and Jobs Act of 2017. But, those tax rates are scheduled to expire at the end of 2025, and...

Fractional Gifts of Art

Reducing capital gains taxes with charitable remainder trusts. View the Original Article

Evaluating the Benefits and Risks of Qualified Opportunity Zones

The Tax Cuts and Jobs Act of 2017 added Internal Revenue Code Section 1400Z, which created a new program to encourage investment and job creation in economically distressed communities designated as qualified opportunity zones...

Forestalling Forties Follies

Beware of Pre-Oct. 22, 1942 general powers of appointment. View the Original Article

Effective Planning for a Family With Special Needs Considerations

Collaborative professional practice is essential. View the Original Article

Trust Designs in Light of Kaestner And Other Trends

The question of how to structure a trust is of increasing importance, particularly in light of recent trends, including the expected ruling in North Carolina Dept. of Revenue v. The Kimberley Rice Kaestner 1992...

Crossing the Red Lines on the Way to The Varsity Blues

Christopher P. Woehrle addresses the college admissions scandal. View the Original Article

Oil Funds the Best Performing ETFs of the Past 3 Months

ETFs focused on oil, gasoline and construction performed the best over the past three...

Five Habits for Developing Mental Toughness

“You’ve got to have crocodile skin to be the best,” explained Doug after landing a $20 million client, which put him over...

You ask, we answer! Maria and Joel talk investing.

http://dts.podtrac.com/redirect.mp3/vanguard.vo.llnwd.net/o1/EXT/SH/VGPersp/4120_016_Planner_Geek_EP016_.mp3 Please don’t forget to rate us on iTunes. Your ratings will make it easier for others to find us when they’re looking for investing podcasts. Just click the Apple icon link above.TranscriptMaria Bruno: Hi....
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