Moving a trust to another state can extend its life or reduce your income taxes.
Moving a trust to another state can extend its life or reduce a client's income taxes
Advisers need to watch that clients do not inadvertently inflate their income and Medicare costs
Average totals up more than 50% since 2008, Fidelity says.
You have to be creative and be careful of a couple key rules.
Investors shouldn't move funds based solely on the word 'free'
The demise of a noted research organization makes the job a bit harder.
Ease the bite of new tax rules with these strategies
High-net-worth investors increase appetite for risk, poll shows.
Individuals are taking a cue from corporations in moving assets to other states, but will regulators clamp down?
Mary Beth Franklin passed the Certified Financial Planner Board of Standards Inc.'s certification exam. But unfortunately, you can't call her a certified financial planner — and probably never will.
Two of the largest variable annuity sellers sharply pulled back on additional premiums into existing contracts during a busy third quarter for the sellers.
Investors who surrender or let policies lapse risk big tax bills for so-called phantom income.
Crucial blocking and tackling for financial advisers
LPL service will allow retirement plan sponsors to shed participants who can't be located or who are nonresponsive.
According to advisers and recent data from Limra, workers seem to be doing precisely what they would be expected to do with 20-page disclosure documents: Tossing them in the circular file.
