EXCLUSIVES

Time to Humbly Brag

I am pleased to roll out a new PLANADVISER initiative that I think is long overdue: Advisers Giving Back.

Advisers Giving Back: When People Need a Head Start

After learning about the work of Head Start, George P. Fraser decided to provide financial education to parents of students in the program and build a scholarship fund for the teachers employed there.
Art by Suharu Ogawa

How Home Equity Can Fuel Retirement Income

The illiquidity of home equity can make retirement income planning difficult for those with much of their wealth concentrated in residential real estate.

Advisers Giving Back: A Foundation That Spans the World

Since its founding in 2011, the SageView Foundation has raised more than $1.5 million to help meet the health care and education needs of women and children in crisis and to provide community development micro-loans.

Inheritance Pathways Exist to Replace Stretch IRAs

The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.