What Do Financial Advisers Do?
Whether you're embarking on the quest for a financial adviser for the first time or have been working with one for years, it's beneficial to grasp the primary categories and what these professionals can offer you.
IRS Throws IRA Beneficiaries a Curve Ball
This updated guidance from the IRS for distributing Inherited IRAs would substantially constrain tax planning flexibility for most non-spouse beneficiaries if adopted as proposed.
Three Challenges for Employees Dealing with Stock Compensation
Stock-based compensation is expanding to more and more companies. Yet, employees are left fending for themselves to make the most of it. Here are 3 challenges and ideas on dealing with them.
Tax-Smart Charitable Giving Strategies
As you think about your charitable-giving strategies for 2021 and beyond, here are some key considerations...
Four Financial Planning Issues to Consider before Moving to France
After working and living in the United States for several years, you might be contemplating a well-deserved retirement in France (...) As far as financial planning is concerned, there are four key issues that you’ll want to prepare for, some years or months before you move.
Managing Portfolios for Investors with Multi-National Needs
In today's global economy, individuals commonly live, work, and even retire in different countries over the course of their lifetime. Investors with a globally mobile lifestyle belong to different categories, each with distinct immigration, legal, and tax consequences.