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Search results for:
DJ Hunt
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Jerilyn Klein
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A Near-Zero Tax Bill? No Thanks
Real tax planning is about more than just this year’s tax return; what looks like a great deal may not be. (By DJ Hunt)
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Jerilyn Klein
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Tax Savings for Your Small Business Clients
Even one-person businesses can save big on taxes with the proper guidance from a financial advisor. (By DJ Hunt)
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Jerilyn Klein
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Secure Act 2.0 Creates Big Benefits for Small Businesses
For one, they’ll be able to start a retirement plan and get a tax credit for up to 100% of the cost. But that’s not all. (By DJ Hunt)
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Jerilyn Klein
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Roth Accounts Highly Favored in Secure 2.0
The new rules make it easier to save after-tax dollars in Roths. Whether investors should is another story, says our columnist. (By DJ Hunt)
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Rethinking65
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00:00:51
The Roth Decision, Part 3
The recent stock-market pullback may make a Roth conversion more attractive. But that's not the deciding factor in whether to do one, says advisor DJ Hunt.
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Rethinking65
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00:01:54
The Roth Decision, Part 2
Tax arbitrage can backfire sometimes. Consider what happened to many retirement-plan contributors a decade ago, says advisor DJ Hunt.
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Parents may think they’re doing them a big favor, but everyone may lose if it’s not thought through carefully. (By Jim CIprich)
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What’s the BIGG Idea in Retirement Income Asset Allocation?
The multipurpose role of fixed income funds in retirement security. (DoubleLine)
Toolbox
5 Language Mistakes Advisors Should Avoid
These common marketing errors could cause reputational damage and liability and regulatory risk. (By Jeffrey Briskin)
Latest News
Demand for Advisor Services Soars, Annual Industry Survey Reveals
The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.
