WSJ Article

The Wall Street Journal articles linked below make it easy for you to start disability income insurance-focused conversations with your clients and prospects.  As you read each article, jot down the names of clients who will be interested in the topic, then:

The Trump-era tax cuts will phase out at the end of 2025 unless they are extended. Now is the time for retirees—and near retirees—to start planning for that.  Review the recommendations published by the Wall Street Journal on 10/04/2023, “Tax Moves to Consider Now Before 2017 Cuts Expire.”  Then encourage your clients to review their […]

An employee divorces, names an adult child as his or her new 401(k) beneficiary, and then remarries.  If the employee dies, who gets the 401(k) proceeds?  For the answer, see the Wall Street Journal’s 09/30/2023 article, “Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs.”  Then, encourage your clients to review their own […]

A Wall Street Journal article 08/19/23 suggest taxpayers with a net worth of $10M+ review their estate plans now – before the estate tax exemption gets cut in half.  “We’re looking at a golden opportunity to make tax-free transfers.”.  As you read the article, jot down the names of appropriate clients, then:

*|MC:SUBJECT|* *|MC_PREVIEW_TEXT|* View this email in your browser WSJ: Annuity (QLAC) Friendly Article A Retirement Tax Break That Ends the Fear of Outliving Your 401(k) The pros and cons of using your nest egg to buy a special longevity annuity in retirement Who is Impacted?   Retirees with significant 401(k) balances Individuals who want to […]

The WSJ and other financial news portals are educating your wealthy clients on what they must do to avoid incurring a voluntary tax of $400,000 per $1M of wealth.  They must act soon.  Make sure they think of you as their most qualified advisor who can help them avoid that unnecessary tax.  Advisors have had […]

Executive Summary: A Wall Street Journal Article published on 07/01/2023 How to Succeed in Business Like Taylor Swift provides interesting insights into her business practices.  Financial Advisors can apply many of her strategies accelerate the growth of their own businesses.  Subheadings of the article hint at the relevance of the topics to Financial Advisors:  Do the Spade […]

The Wall Street Journal Tax Guide 2023 is a powerful resource Financial Advisors can use to educate clients about changes to the tax code. P. 17 is especially relevant as it outlines the impact of changes to estate taxes effective 01/01/2026. Clients must act before that deadline!