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What Is the After-tax Rate of Return on a Tax-deferred Investment?
Suppose you have a deferred annuity with a pre-tax value of $100 and a cost basis of $60. And suppose the pre-tax rate of return is 10%, and...
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A Quick Tour Of MyStockOptions.com, An Authority On Incentive Compensation
It's tax time and, even if you do not have a single client who is compensated with stock, you better be able to speak with prospects about equity...
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Helping Your Clients Spend Money
Clients look to us to help them save money and accumulate wealth. As long as they take our advice, we're pretty good at that. But what happens when...
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If You're An Advisor In Maryland: Tell Your Clients That Living Longer Could Make Their Heirs...
The good news for UHNWIs residing in Maryland is that the longer they live, the wealthier their heirs will be. The bad news is that if they die...
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How To Use Behavioral Finance Techniques To Generate “Advisor Alpha” In Financial Planning...
Scott Burns and Uri Pomerantz, who have designed an app to help financial advice professionals capture the three-percentage points of return annually...
Highlight Article
What Is the After-tax Rate of Return on a Tax-deferred Investment?
Stock options, NQSOs
A Quick Tour Of MyStockOptions.com, An Authority On Incentive Compensation
Client communications, Financial planning
Helping Your Clients Spend Money
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