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Financial Planning
July 1, 2013
Ed Slott |
New Approach to a 401(k) Tax Tactic Changes require advisors to adjust strategies for using net unrealized appreciation for lump-sum distributions.   |
On Wall Street
July 1, 2013
Dave Lindorff |
Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. |
On Wall Street
July 1, 2013
Kris Frieswick |
Editor's Letter: Leveraging College Savings Plans A run-down of the stories in this issue, including a discussion of 529 college savings plans and whether they are being used for the wrong reasons. |
On Wall Street
July 1, 2013
Kenneth Corbin |
Panel Weighs Bill to Block Dodd-Frank New draft proposal is part of a House movement to reign in the legislation. |
On Wall Street
July 1, 2013
Lorie Konish |
SEC's Walter Calls for Uniform Fiduciary Standard At the recent FINRA conference, SEC Commissioner Elisse Walter endorsed advisor gold standard. |
On Wall Street
July 1, 2013
Lorie Konish |
Taking Charge of Your Regulatory Exam Preparation and communication are key to a smooth visit with FINRA. |
On Wall Street
July 1, 2013
Mason Braswell |
Getting Clients Off the Sidelines A majority of wealthy clients say they are holding onto cash even as confidence improves. |
On Wall Street
July 1, 2013
Lorie Konish |
Teaming Up on Elder Care An aging population has forged new partnerships between wealth advisors and health care planners. |
On Wall Street
July 1, 2013
Mason Braswell |
Generation W(on't Be Able to Retire) The conversation about millennials retirement is just beginning. |
On Wall Street
July 1, 2013
Pat Olsen |
Life Stories: Wedbush Securities' Wes Long Discusses His Life In my office I have a framed compilation of quotes about perseverance by famous people. At the top it says "Don't Quit." |
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