Protecting clients’ portfolio assets with a reverse mortgage
Thanks to increased regulation and consumer scrutiny, reverse mortgages have come a long way.
Using SPIAs as bond replacements in a retirement portfolio
Substituting a SPIA for bonds in a retirement portfolio can eliminate or substantially reduce a client’s interest rate risk.
RUFADAA: The most important law you’ve never heard of
RUFADAA solves many of the problems faced when executing a legal digital estate plan, but it isn't yet federal law.
Confused about the DOL rule? Here are answers to 15 questions
"Reasonable compensation” is one of the most important (and nebulous) terms in the U.S. Department of Labor fiduciary rule and best interest contract exemption.
The new fiduciary challenges
To determine how the new rule will impact your practice, ask yourself three questions.
5 ways to incur a big tax bill (and land you in arbitration)
Advisors may now be held to a higher standard of care with respect to providing adequate tax and legal information.
5 Roth IRA myths you can’t afford to believe
We must dispense with the false notion that age has anything to do with whether your client should convert to a Roth IRA.
In-Plan Roth Accounts: What Advisors Need to Know
Understanding the differences between in-plan Roth accounts and traditional Roth IRAs is increasingly important for advisors.
What advisors need to know about in-plan Roth accounts
Understanding the differences between in-plan and traditional Roth IRA accounts is increasingly important for advisors.
Roth IRAs vs. life insurance: 3 differences compared
Roth IRAs and life insurance are very different, and the rules that apply to one don’t always apply to the other.