RMD Rules for Disabled and Chronically Ill Beneficiaries of Retirement Accounts
Planning is more flexible and less challenging.
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How to Protect IRAs From Excise Taxes and Penalties
These are costly but avoidable in many cases.
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Tax-Free Transfers From IRAs To CRTs and CGAs
Checklist for qualified charitable distributions.
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The Role of Artificial Intelligence in the Future of Estate Planning
Possibilities and challenges.
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Unpack the Potential of the Trust to Beneficiary Interest-Free Loan
A strategy for fighting inflation.
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The GST Tax is Old Enough To Have Grandkids!
Planning in the era (or generation) of a mature regime.
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Should I Care About the Biden Administration Green Book?
Martin M. Shenkman and Joy Matak suggest that advisors identify specific categories or particular clients who might consider preemptive planning before further changes are made.
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Tips From the Pros: The Safety of Trust Assets Versus Bank Assets
Al W. King III discusses the differences in institutional risk as they pertain to banks, investment firms and trust institutions.
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Beware of Tax Schemes Involving CRATs
Christopher P. Woehrle describes how abusive charitable remainder annuity trusts continue to be sold.
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Tax Law Update: June 2023
David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month.
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Pimco, BlackRock Call an End to Era of Stable Borrowing Costs
A closely watched measure of turbulence in the world’s biggest bond market has already risen to levels last seen during the Great Financial Crisis.
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Note From the Editor: June 2023
Editor in Chief Susan R. Lipp discusses this month's issue.
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Apollo's Big Bet on Insurance Put to Test
Private equity ownership of insurers faces heightened scrutiny.
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Sallie Krawcheck: How to Get Women to Invest
In today’s world, advisors can differentiate themselves by delivering value where it’s always been—in the client relationship. The problem is, the industry has created the perfect product market fit for middle-aged white men, says Ellevest’s Sallie Krawcheck.
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Baseball and Fixed Income Investing
Managing the new game requires a more tactical approach.
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10 Must Reads for Real Estate Investors (May 22, 2023)
PacWest Bancorp struck a deal to sell a portfolio of $2.6 billion in construction loans to Kennedy-Wilson Holdings, reported Reuters. Equity Commonwealth named a successor to Sam Zell. These are among today’s must reads for real estate investors.
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