Navigating the New Guidance on Qualified Plan Rollovers A new rule from the U.S. Department of Labor could create a regulatory landmine for investment advisors—here’s what to know.

Seven Strategies to Supersize Year-End Charitable Giving After record charitable contributions in 2020, the threat of increasing income and estate taxes should have advisors and their clients looking to maximize the tax benefits of their giving.

Annuities: Not Your Father’s Product Annuities used to be confusing, costly, and legally complex, but they’ve evolved into effective and versatile tools for retirement planning.

Surveying SPACs: A Skeptic’s Stance Special purpose acquisition companies are raising record amounts of capital, but are they worthwhile investments?

Why Life Insurance Needs to Be Part of Your Clients’ Estate Plans As tax exemptions are targeted, life insurance policies could offer high-net-worth individuals a different means for protecting their estates.

Should You Buy a Bit of Bitcoin? Bitcoin and other cryptocurrencies have posted stratospheric returns but also exhibit immense volatility—should savvy investors add them to their portfolios?

12 Reasons a SLAT Makes Sense Spousal lifetime access trusts can be effective and flexible solutions for married couples looking to take advantage of existing estate and gift tax laws while maintaining control of their assets.

Do Political Parties Really Power the Stock Market? Conventional wisdom has it that one political party is better than the other when it comes to stock market returns, but a look at historical trends proves otherwise.

Is Short Selling Ethical? The GameStop short squeeze put short selling stocks back in the headlines, raising questions about the morality of the strategy.