Financial Planning
 
 
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January 08, 2014
 
 
 
Top Stories
 
4 Key Ways to Help Wealthiest Families
by CHARLES PAIKERT
 
The Family Office Exchange's newly published Guide to the Professional Family Office offers time-tested recommendations to help wealthy families maintain their fortunes.
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Roth IRA Tax Break Lures 10% of Millionaires
by RICHARD RUBIN AND MARGARET COLLINS
 
Congress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into post-tax plans. Their response was overwhelming.
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New Ideas for Charitable Remainder Trusts
 
New Ideas for Charitable Remainder Trusts
by MARTIN SHENKMAN
 
Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary.
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Contain
 
Top 300 Billionaires Now Worth $3.7 Trillion
by MATTHEW G. MILLER AND PETER NEWCOMB
 
The richest people on the planet got even richer in 2013, adding $524 billion to their collective net worth, according to the Bloomberg Billionaires Index, a daily ranking of the world
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White Papers
 
Working Smarter: Understanding the RIA Model
 
Help boost long-term Profitability Download our whitepaper: Working Smarter: Understanding the RIA Model The flexibility to serve your clients smartly. Hybrid RIAs are one of the fastest-growing segments within our industry.
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Charles Schwab Investment Management's EQUITY OUTLOOK 2014:
 
Following record highs for many broad-market stock indexes in 2013, Charles Schwab Investment Management believes the bull market can continue into the new year.
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Web Seminars
 
Choosing Among Different ETPs
 
The explosive growth of Exchange Traded Products, including ETFs, have transformed investing.
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Beyond Performance Chasing: The Role of Small Cap Growth in Investors' Portfolios and Retirement Plans
 
Register now to view on demand to gain insights on small cap growth as an asset class and how funds in that asset class, when carefully selected, can provide solid long term results.
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