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Also, a study suggests, there are many times parents think they've had "the talk"—but their adult kids don't.
As primary beneficiaries, some clients may share traditional IRA distributions with others, but have to pay income tax on the full IRA amount if they do not follow the applicable IRA rules. An examination of a case study illustrating this exact issue, along with a few preemptive strategies, can help your clients avert the full tax liability of sharing distributions.
As a trusted advisor, you may be the first person a client calls for advice on how to get her affairs in order when someone passes away. Help the newly bereaved manage their responsibilities with this 14-point overview of the estate settlement process.
The Godfather and the King of Pop are among the celebrities whose post-death legal troubles offer lessons.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025