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Morningstar Hot Topics:
Estate Planning
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Investors Capital Launches 2X Initiative to Help Financial Advisors Double Their Production
Investors Capital Launches 2X Initiative to Help Financial Advisors Double Their Production
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BNY Mellon Plans to Increase its Wealth Management Sales Force by 50%
BNY Mellon Plans to Increase its Wealth Management Sales Force by 50%
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Did Portability Kill the Credit Shelter Trust?
Clients need to remember that avoidance of transfer taxes is not the only reason that estate planning is important; the credit shelter trust can provide many non-tax benefits.
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A Rare Bird: The Tax-Efficient Alternative
Gateway enhances a long-short strategy with tax efficiency.
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Do Estate Planning Trusts Need Fixing?
Several estate planning products were built to address concerns about paying federal estate tax. However, the tax law passed earlier this year may have made these products moot. Advisors need to react before angry clients start calling.
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Estate Planning in the Age of Obama
With some common estate planning tools in the administration's budget crosshairs, how to fine tune your clients’ strategies.
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An Effective but Overlooked Estate Planning Tool: IRAs
IRAs and Roth IRAs can be used to pass wealth to children and grandchildren, and to encourage retirement savings, but be sure to follow the rules.
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IRA Cap Gives Rise to New Estate Planning Strategies
As with the Whac-A-Mole carnival game, new regulation means new opportunity.
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529s and Medicaid
Get answers about 529 assets and Medicaid qualification, plus putting 529s in revocable trusts.
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Morningstar Investment Conference
June 12-14, 2013
Chicago, IL
Conference hashtag: #MIC25 -
Morningstar ETF Invest Conference
Oct. 2-4, 2013
Chicago, IL
Conference hashtag: #ETFInvest
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Real Assets to the Rescue
Tuesday, April 9
11:00 a.m. ET | 10:00 a.m. CT -
The Hunt for Income
Tuesday, January 29
11:00 a.m. ET | 10:00 a.m. CT -
Introduction to ETF Managed Portfolios
Monday, December 10
4:00 p.m. ET | 3:00 p.m. CT -
Using ETFs for Income
Aired on Tuesday, June 12 - Archive
