More On Tax Planning
from The Advisor's Professional Library- Health Insurance: Health and Medical Savings Accounts A Health Savings Account is a trust created exclusively for the purpose of paying qualified medical expenses of an account beneficiary. Although they are popular, they are not without their pitfalls and the regulations can be complicated. Learn more about how to avoid federal taxation on the accumulation and distributions of HSA.
- Taxation of Real Estate Real estate may be used to shelter income and may offer certain tax benefits. However, the type of real estate investment may result in different tax treatment. Learn how to use these investments to help your clients.
These are AdvisorOne’s Top 5 Most Read Stories for the week of Nov. 13-19:
1) LPL Kicks Off Its IPO, in Much Anticipated Move
By Janet Levaux |
With LPL having gone public on Thursday, Nov. 18, the largest independent broker-dealer, and its leader, Mark Casady (on left), now faces market, industry and other expectations. The IPO was a success, however, with the stock price up 7% on the first day of trading.
2) VA Living Benefits Reviewed in New Guide
By Marlene Y. Satter |
Carina Diamond of SS&G Wealth Management, who spoke at the Retirement Income Symposium on Nov. 8, comments on a new report by Strategic Insight that compares the features and funds of variable annuity living benefits.
3) Five Crucial Tax Issues for Wealthy in Deficit Reduction Plan
By Kathleen McBride |
Here’s how the deficit reduction commission's plan for taxes would impact high-net-worth investors.
4) Evaluating Broker-Dealer Service
By Jonathan Henschen |
When selecting a broker-dealer, it is often tough for reps to gauge the true quality of that service, and what can influence that quality, or lack of it. Top recruiter Jonathan Henschen takes an upfront look at the back office.
5) Why Everyone Should Do a Roth Conversion
By Mark Cortazzo |
The MAGI limits surrounding Roth IRA conversions have been removed for 2010, and as a result, clients are interested in finding out if they can benefit from the changes. This article returns as one of the most widely read pieces on AdvisorOne.com a full month after it was first posted.
