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
