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AUGUST 11, 2018

RETIREMENT PLANNING

How Smart Are You About How Retirement Payments Are Taxed?

John Kador

Take this quiz to find out how good a guide you can be in navigating clients through the post-retirement tax minefield.

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INDUSTRY

FINRA Report Shows the Small Advisory Firm Is in Jeopardy

Michael Thrasher

There were more than 4,100 small firms registered with FINRA in 2013. Now there are 3,700.

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CAREERS

Nine Years Later: What’s Changed for Wirehouse Advisors

Mindy Diamond

As many advisors prepare to become free agents, they’re wondering what happened to the firm they expected to be their last and if it’s too soon to consider another.

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RETIREMENT PLANNING

Four Ways to Increase Returns Without Added Risk

Kevin McKinley

A thoughtful approach to making portfolios more conservative while still squeezing some returns from them.

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ESTATE PLANNING

Wealth Advisory for the Truly Wealthy

Steve Lockshin

Proactive, in-depth estate planning presents a far greater potential value for families of wealth than investing.

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REGULATION AND COMPLIANCE

Democrats Blast Proposed U.S. Broker Rule, Industry Backs It

Elizabeth Dilts and Michelle Price

The SEC on Tuesday wrapped up its three-month public comment period on the proposed Regulation Best Interest.

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COLLEGE PLANNING

An Indispensable Tool When Looking for True College Costs

Lynn O'Shaughnessy

Every college and university has a net-price calculator, but they are time-consuming and tricky to use. That’s where an advisor can make a difference.

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REGULATION AND COMPLIANCE

IRS to Target Workarounds for $415 Billion Business Tax Break

Lynnley Browning

The IRS’s proposed regulations will make clear that it considers a planning technique known as “crack and pack” to be abusive.

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RETIREMENT PLANNING

When Are IRA Distributions Not Included in a Spouse’s Gross Income?

Susan R. Lipp

Private letter ruling deems rollover made by decedent’s wife to be valid.

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MARKETING

Google Analytics Crash Course for Financial Advisors

Stephen Boswell and Kevin Nichols

Honing in on the three data points most likely to help guide your business decisions.

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