Piggybacking on Stellar Returns
IRS approves investors using charitable remainder trusts to gain access to some of the nation's best investment managers...
Total Coverage
Specialty insurance covers identity theft, home invasion, kidnapping and ransom. What's worth buying?...
IRS “Clarifies” Rules for Inherited IRAs
Beneficiaries of qualified retirement plans know the value of stretching out distributions over life expectancy. Retirement plans may -- but don't have to -- offer stretch distributions to beneficiaries....
Selling Property?
The Treasury Department and Internal Revenue Service are expected this week to adopt a rule change that effectively kills the use of private annuity trusts to postpone taxes on the sale of appreciated property. ...
The Twilight of Employer-Sponsored Health Insurance?
There's a lot of talk lately about revamping our health care system to address its outrageous costs and the millions of uninsured. ...
New Money
Studies indicate stock options have contributed significantly to the sharp rise in the number of households worth $25 million and more. That means there's a growing number of executives who qualify as clients for the services of top-flight wealth management advisors. ...
IRA Opportunity
Act quickly. This year and next, there’s a chance for people who are at least 70½ years old to donate funds from their individual retirement accounts (IRAs) directly to charities without incurring income tax on the donation. ...
Insuring Antiques and Collectibles
Too many clients fail to insure their collections, often because they don't want to create records of their valuables' worth; sometimes because they just don't get around to it. ...
A New Calculus
The after-effects of Warren Buffett's $31 billion gift to the Gates Foundation -- like any other seismic shift -- continue to circle outward. ...
Executive Long-Term Care
Executive long-term care insurance can be an attractive benefit both for the company offering it and the insured. For one thing, a company is not required offer coverage to lower level employees because long-term care insurance is not subject to "discrimination testing." An employer can "carve out" selected key employees for long-term care insurance....
