Skip the Avocado Toast to Save for Retirement
If millennials really want to save a lot of money, they shouldn’t be buying McMansions with big green lawns and nice picket fences.
Beware the Working Retirement Tax Penalty
The question of how income from working in retirement affects the taxes of clients who are also claiming Social Security benefits is a tricky one.
Keep Longevity From Killing Your Clients’ Retirement
Understand your clients' goals and then build a portfolio to meet their income requirements. Here's an example.
Don’t Settle for Less: Key Steps to Maximize HSA Growth Potential
When it comes to managing an HSA, the investment advantages can be stretched much further than the triple tax savings already offered.
Income Riders Offer Post-Fiduciary Rule Save for Annuities
Many advisors may find themselves offering fixed annuities so as not to trigger the fiduciary rule, but new income riders may change the game.
The 5 Levels of Fiduciary
Fiduciaries are becoming ubiquitous … and that’s a problem.
The Human Side of Financial Planning: George Kinder Talks About Dick Wagner
“I don’t think that life planning as we or I know it would exist if it weren’t for Dick,” according to George.
Are IOVAs the Future of Variable Annuities?
While VA sales have slumped, one type attracts clients who are set on increasing tax-deferred savings in pre-retirement years.
This Is the Basic Tax Rule for Annuity Payments
Tax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."
Dick Wagner and the Need to Understand Clients’ Attitudes About Money
One of Dick’s lifelong interests was the role and meaning that money has in people’s lives, Bob Clark says.