Pulse

Curated by AALU, with input from the best and brightest in our membership, Pulse aims to save you time while keeping you on top of the most significant developments.


Post-SECURE Act Strategies

Topics: SECURE Act

January 16, 2020 IRA Strategy after the SECURE Act This Think Advisor piece discusses key SECURE Act changes that advisors should be aware of to ensure clients are maximizing value in their retirement and estate planning strategies. Read more >> Adjusting to the SECURE Act’s New 10-Year Rule for Stretch IRAs This analysis discusses what...

SECURE Act Planning Opportunities & More

Topics: SECURE Act

January 2, 2020 REMINDER: The SECURE Act passed in December; Read About the Changes Coming Read about changes brought about by the SECURE Act in this article by AALU counsel, Troutman Sanders. Look for upcoming WR Marketplace analysis with more in-depth coverage of planning opportunities under the SECURE Act. How the SECURE Act Impacts Wealth…

End-of-Year Strategic Planning Highlights

December 12 , 2019 A Strategy to Help Charitably Inclined Clients Maximize their Philanthropic Impact While 80% of charitable donors own publicly traded appreciated securities, only 19% contribute these assets to charity. In this Wealth Management article, Tony Oommen explores strategies to help clients maximize their philanthropic impact with donations of non-cash assets. Read more...

Using Business and Charitable Deductions for Maximum Savings, Fixing Common Retirement Mistakes, How Life Insurance Helps During/After A Divorce, and More

November 14 , 2019 Stack Business and Charitable Deductions for Maximum Savings This Wealth Management piece walks through several strategies for utilizing charitable contributions in conjunction with the Sec. 199A small business tax deduction to maximize value for clients. Read more >> How Life Insurance Can Help During and After a Divorce AXA Equitable head...

Estate Planning w/ SLAT’s, Bucketing Systems For Asset Allocation, How Family Meetings Can Create Prospecting Opportunities, and More

October 17 , 2019 How Bucketing Systems Can Simplify Asset Allocation In this Financial Advisor piece, Morningstar’s Director of Personal Finance Christine Benz discusses how a bucketing system can help clients grasp the basics of asset allocation and plan retirement withdrawals. She discusses the benefits of splitting retirement assets into three buckets—short-term spending, mid-term (fixed...

Trends In Executive Compensation; Life Insurance Strategies for Buy-Sell Agreements; Supplementary NQDC Plan Options; Misunderstood Retirement Tools; and More

September 19, 2019 Six Trends In Executive Compensation In this piece, Rodney Morris and Catalina Ganis of The Elliot Group discuss six key trends in executive compensation, including more rapid hiring decisions, the use of private equity-backed equity grants, and changing rules around salary history disclosure. Read more >> NQDC Panel: The Value of Supplementary…