Blog

By Matt Sonnen, Founder & CEO, PFI Advisors

By Eric Kinaitis, Editor

How many of your clients have a formal written estate plan? If you don’t know that answer, then you may have discovered an opportunity to expand the level of guidance and value that you can offer your clientele.

By Eric Kinaitis

The ability to convert a traditional IRA to a Roth IRA account has been a topic of interest for many high income earners. The income cap that previously existed is no longer in place, allowing those who earn more than $100,000 in income to be able to make a conversion from a traditional IRA to a Roth. 

By Ken Nopar, VP-Senior Philanthropic Advisor

_{This column originally appeared in WealthManagement.}

American Endowment Foundation (AEF) expects year-end to be extremely busy with advisors opening a huge number of new donor advised fund (DAF) accounts in Q4. There have already been a record number of new account openings, markets are at all-time highs, and client awareness and interest continues to grow.

By Rebekah L. Kohmescher and Donald J. Sorota, Altair Advisers LLC

Donor advised funds (DAFs) have grown steadily in popularity over the years due to the ease of administration and control they offer donors over their charitable gifts. Now their advantages are increasingly being put to use in the selection of DAFs as IRA beneficiaries.  

by Gavin Morrissey, JD, LLM, AIF®
Guest Columnist

Every two weeks, American Endowment Foundation (AEF) sends our AEF Guidance for Good newsletter to our donors. These columns are designed to help them achieve their charitable goals.

By Ken Nopar, VP-Senior Philanthropic Advisor

_{This column originally appeared in Advisor Perspectives.}

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist