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Featured Articles
Wealth Matters
Advisors like Myra Salzer are not standing pat in helping clients with their estate and tax planning, despite uncertainty over the Administrations plans. Heres how your peers are taking action now.
Give and Take
Lately, many clients who want to share their wealth are finding they may not have enough of it left. A look at the state of charitable giving, and how to deal with those in a state over having their philanthropic dreams dashed.
Ahead of the Game
Many affluent Americans are addressing economic uncertainty by modifying expenses in the short term, and maintaining retirement investing for the long term, according to new research from Bank of America. The telephone survey conducted by Braun Research in mid-March, which polled 1,000 Americans--750 nationally representative Americans, and 250 individuals with investable assets between $100,000 and $3 million--explored retirement planning and funding, spending and saving in the current economy
Ask the Expert!
Brandon W. Buckingham, JD, LLM,
Vice President, Advanced Planning Attorney, National Manager Special Markets
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Ask your Roth IRA Conversion Questions Here
Roth IRA Conversions White Paper
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