Ramon Vicente Berenguer

Ramon Vicente Berenguer
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Smart investing for beginners
GUIDES NOV 29, 2023
Smart investing for beginners

Is your client looking to start investing? Here’s what every new investor should know.

Want to be a fiduciary financial planner?
NEWS OPINION JUN 28, 2021
Want to be a fiduciary financial planner?

There’s a lot of opportunities to get rich as a fiduciary planner. But is it a career worth pursuing?

The 401(k)-HSA savings rule of thumb works, until it doesn't
NEWS INDUSTRY NEWS SEP 26, 2019
The 401(k)-HSA savings rule of thumb works, until it doesn't

Is it better to max out your HSA or 401(k)? Know more in this discussion

Time is running out on opportunity zones — but there's limited choice
INVESTING ALTERNATIVES SEP 05, 2019
Time is running out on opportunity zones — but there's limited choice

2026 marks the end of full tax benefits for investors in Opportunity Zones. Find out more about this investment tool, the history behind it, and key aspects to consider.

Wealthy clients likely missed out on pass-through tax deduction
NEWS REGULATION AND LEGISLATION AUG 08, 2019
Wealthy clients likely missed out on pass-through tax deduction

Is your business qualified for the pass-through deduction? Find out and see if you can get it

How do advisers estimate a client's longevity?
NEWS RIAS JUL 18, 2019
How do advisers estimate a client's longevity?

With Americans living till their 70s and 80s, retirement planning has given way to longevity financial planning. Find out what that involves and how advisers can help their clients prepare

Financial planning for same-sex couples has changed immensely since 2015 Supreme Court marriage ruling
NEWS RIAS JUN 21, 2019
Financial planning for same-sex couples has changed immensely since 2015 Supreme Court marriage ruling

The Supreme Court upheld same-sex marriage. What does this mean for married and unmarried gay couples now?

Tax considerations when gifting stock
INVESTING MUTUAL FUNDS JUN 19, 2019
Tax considerations when gifting stock

Before gifting stocks to friends and family, investors and advisors should consider the tax implications.

4 strategies for Roth conversions
RETIREMENT RETIREMENT PLANNING JUN 13, 2019
4 strategies for Roth conversions

Find out about the different Roth conversion strategies available to you

How to replicate a stretch IRA
RETIREMENT RETIREMENT PLANNING MAY 28, 2019
How to replicate a stretch IRA

Stretch IRA is no longer a retirement planning strategy when the SECURE Act was passed in 2019. There are still other options – find out what they are