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NOVEMBER 2018

Cover Story

A Road Map to Estate Planning after Tax Reform​

by Randy Gardner, J.D., LL.M., CPA, CFP®, and Leslie Daff, J.D.

Although transfer tax changes made by the Tax Cuts and Jobs Act are few, the doubling of the exclusion amount with a sunset will significantly affect estate planning for the next eight years. 

WEBINAR

November 28, 2018: 2pm Eastern -- Journal in the Round: Tax Reform Round-Up​

​The Tax Cuts and Jobs Act (TCJA) impacts numerous tax specializations, including individual, corporate, and international planning. During this program, a panel of tax experts will be ready to answer questions to help planners navigate the complexities of the tax reform. This panel discussion will incorporate November's tax theme of the Journal of Financial Planning


Practice Management

Realizing the Essential Leadership Role of a Financial Life Planner

by Stephen C. Brody, CFP®, ChFC®, RLP®, EdD
Recognizing the leadership role is a major step toward creating better financial planners and more effective and impactful planning engagements.


Contribution 

Understanding Social Security Claiming Decisions Using Survey Evidence

by John B. Shoven, Ph.D.; Sita Nataraj Slavov, Ph.D; and David A. Wise, Ph.D.
A nationally representative survey gains insight into people’s rationales for their Social Security claiming decisions, satisfaction with those decisions, and how they financed any gap between retirement and claiming.

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Sponsored Content 

Best Practices for Distribution Planning in Retirement​​

by Lesley J. Brey, CFP®, CFA, AIF
Historically, financial planning for retirement has focused on accumulation. Less attention has been given to the period after retirement when individuals must manage both the investment and distribution of their accumulated assets. 



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