How to Fill in the 401(k) Results Gap
Advisors will find that most retirement savers don't own the best available funds.
New Roth 401(k) Rollovers Maximize After-Tax Contribution Value
The increasing availability of in-plan Roth 401(k) rollovers has changed the retirement income planning landscape, especially for small-business owners, but the rules are tricky.
6 Smart Tips for Working With Millennial Financial Advisors
Millennials can help you grow and sustain your practice, so let them do what they do best.
The Great Mutual Fund Expense Ratio Lie
After decades of decrying high expense ratios, we now have evidence that expense ratios are the wrong thing to look at, Chris Carosa writes.
The Tax Extender Benefits for Your Clients
Here’s what you need to know about the tax extender provisions that Congress made retroactively relevant for 2014.
Short-Term Care Insurance: An Efficient Alternative to LTCI
STCI, also known as recovery insurance, is essentially a form of critical care insurance that functions much like long-term care insurance.
Why 401(k) Withdrawal Rules Are All Wrong
Conventional wisdom about how retirees withdraw assets is repeated as rote, and that’s a problem.
5 Steps to Replicate Your Best Clients
Is there a way to find new clients that are similar to, if not exactly like, your best clients?
Searching for Sustainable Retirement Income? Here’s an Obvious Solution
Finding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.
The Tax Trap of Year-End Qualified Plan Distributions
For clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.