Wharton School

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  Olivia Mitchell: Helping Women Improve Their Financial Literacy—Top Women Extended Profile

  By Marlene Y. Satter, AdvisorOne  |  July 13, 2011

  Wharton professor, researcher and mentor tells AdvisorOne that her focus is on the next generation.

• Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.

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  Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, we’ve never ranked the 25 in the order of their importance.

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  Olivia Mitchell, International Foundation of Employee Benefit Plans: Extended 2011 IA 25 Profile

  By John Sullivan, AdvisorOne  |  April 28, 2011

  When you think of retirement research, two people immediately come to mind—Alicia Munnell, director of the CRR and Olivia Mitchell, whose titles and C.V. stretch a bit further.

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  Tax Planning Advice: Coordinating Beneficiary Designations—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 15, 2011

  Clients can undo all the hard work of estate planning by relying on “the guidance of a bank teller.”

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  Tax Planning Advice: Following the Rules on Entities—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 15, 2011

  Shenkman reminds advisors to make sure that clients and other professionals who might work with your clients, like insurance agents, follow the rules on entities like Crummey trusts, insurance trusts and S corporations.

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  Tax Planning Advice: Avoid Inaccurate Formula Clauses—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 9, 2011

  Shenkman says that using inaccurate formula clauses in legal documents can be quite taxing.

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  Tax Planning Advice: Grantor Trust Income—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 3, 2011

  A counterintuitive but valuable strategy: have the grantor pay tax on trust income.

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  Tax Planning Advice: Closely Held Business Compensation—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 1, 2011

  The first in our series of 23 tax tips: getting compensation right in a closely held business.

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  Why Women Risk Retirement Disaster, and How They Can Avoid It

  By Marlene Y. Satter, AdvisorOne  |  December 8, 2010

  Women fail to plan long-term for their retirement, according to a study by the Society of Actuaries, and Olivia Mitchell, a professor at The Wharton School, says low financial literacy is to blame.