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Practice Management

  1. Tax Reporting: Spousal Rollover Through Trust

    The ins and outs of who reports the receipt of income, and how to do it.

  2. Unpacking a Client's Financial Box

    How thinking inside and outside of the 'box' can help advisors demonstrate value to prospective clients.

  3. The Ins and Outs of the DOL’s Best Interest Contract Exemption

    The BICE gives some advisors a broad mandate in how they want to be compensated. Here's what you need to know.

  4. What Benchmarks Do You Use for Success?

    Faulty comparisons can lead us to use the wrong benchmarks in life.

  5. How to Help Clients Overcome Regret Aversion Bias

    Advisors not only help clients make good decisions, but they help them avoid making bad ones, too.

  6. IRA Annuities: Beware of Death Benefit Taxation

    When an immediate annuity is purchased inside an IRA, the IRA becomes subject to an entirely different set of RMD rules.

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