Big Boost to 401(k) Roth Conversions in Fiscal Cliff Deal
The last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.
Is the Advisor Succession Crisis Just a Mirage? The Implications
The advisor retirement wave may not be nearly as large as anticipated. A look at exit strategies for advisors, including some alternatives.
What to Do About New Medicare Taxes: Kitces at FPA Conference
Michael Kitces, Pinnacle Advisory Group’s managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.
Five Good Questions for Michael Kitces of Pinnacle
The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.
Six Conversations With Clients You Need to Have
To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.
How to Get the Most Out of Social Security Planning for Couples: Michael Kitces
Couples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.
Michael Kitces: The 2012 IA 25 Extended Profile
One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.
The 2012 IA 25
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
Special Report: The 2012 IA 25
Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.
New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James
This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.