Treasury and the Internal Revenue Service just issued final regulations that thwart a capital-gain-avoidance plan. The plan purports to avoid capital gain for a life (or term-of-years) beneficiary of a charitable remainder unitrust or annuity...
Millennials are the so-called “giving generation,” but many advisors aren’t talking about philanthropy strategies with their NextGen clients. It’s a wasted opportunity for millennials, but also for advisors to...
Yield.
Consumers can’t always trust the advice they get from Social Security, Money magazine’s Philip Moeller reports. Many investors utilize the “start-stop-start” method when taking their benefits, which basically equates to claiming Social ...
Someone had to be first.
Folio Investing and Folio Institutional announced Tuesday that it would be the first broker/dealer to offer NextShares, the actively managed funds that look like exchange-traded funds, directly to individual investors...