The Rise of the Volatility-Controlled Annuity
Some clients might be interested in another way to get a little more shelter from any index storms.
Your Kids Could Pay the Price for Poor LTC Planning
Filial responsibility laws are state laws that can essentially hold adult children liable for their parent’s long-term care costs.
Building a Solid Retirement Plan at 3 Income Levels
Take a cue from Ebenezer Scrooge's three ghosts.
America's Retirement System Is Too Inconsistent
Among the world's most affluent democracies, the U.S. system has the biggest gaps. It also looks the most fixable.
Level Fee Trend Survives Fiduciary Rule Delays
The DOL fiduciary rule has created a big shift that is most prominent among advisors who provide retirement-related advice for major financial firms.
Reducing RMDs’ Tax Impact by Using NUA Tax Break
To reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.
Creating a Special Needs Plan for Social Security, ABLE Accounts
Recent data shows one in five individuals will face the need for special needs financial planning, but it’s often overlooked by advisors.
The Advisor-Client Relationship: Infinite Problems, Infinite Possibilities
Here are four common scenarios advisors encounter with clients and how to react.
4 Retirement Plan-to-IRA Rollover Situations to Think About
This may be your bread and butter ... but how much do you really know about the butter?
GOP Tax Reform Bill Unveiled: A First Look
The bill does contain a few twists — especially with respect to popular itemized deductions and small-business taxation.