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The Journal is open to receiving manuscripts on any topic of interest to financial planners, but here are a few particular areas our readers have expressed interest in learning more about, which are not as frequently submitted and reviewed for publication:

  • Estate distribution analysis: gift/estate taxes and other rules
  • Pension plans and alternatives: cash balance plan, PPA 2006, fiduciary risk of small pension plan trustees, bucket theory/TIPS/immediate and deferred annuities
  • Tax optimization, uncertainty
  • Non-traditional families: 3rd marriages (complications with estate planning and insurance), unions vs. marriages
  • Divorce planning
  • Special needs planning, lifetime costs
  • Debt management
  • Reverse mortgages and other home equity strategies for helping fund retirement
  • Behavioral finance
  • Active versus passive management across business cycles (tactical allocation strategies)
  • Asset allocation: risk tolerance vs. tax efficiency
  • Research that lives in the real world (does not ignore taxes and transaction costs)
  • Long-term care: products, working with experts, how to compare policies, educating clients, benefits vs. costs
  • Roth IRAs: partial conversions, tax considerations
  • Municipal bonds, private activity bonds
  • Working with clients from afar (client moves, referral in another state/country, planner is away during the off-season)
  • Succession planning 

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