After-Tax 401(k) Contributions: How Do They Stack Up?
By William H. Byrnes, Robert BloinkMost clients dont fully understand the rules governing after-tax contributions and may mistakenly be equating this option with the Roth option.
September 11, 2017
Don't Expect Trump and Congress to Do AnythingThe author contends that the president is all hat and no cattle.
September 11, 2017
Want to Put Clients First? Lose That TieBy losing the suits, advisors can differentiate themselves from the product pushers and profit-hungry bankers that many clients associate with the industry.
September 11, 2017
Required Minimum Distributions and an Account Holder’s DeathIRC Section 401(a)(9) spells out the rules that govern what happens to the account value.
September 11, 2017
In Fund Manager Game, Consistent Base Hits Beat a Few Home RunsConsistency in fund performance allows your clients to sleep at night, while reducing downside risk helps preserve your clients assets during a crisis.
September 08, 2017
Your Social Security Number Now Looks Like a Time Bomb. It IsThe United States has issued about 496 million of the high-risk numbers since 1936.
September 08, 2017
Real Estate, the Original Alternative Investment, Makes More Sense Than EverConcerns about unrealistically high valuations and geopolitical risk are causing some investors to rethink how much of their portfolios they want allocated to stocks.
September 08, 2017
Advisor’s Buy-Sell Agreement Is Triggered by TragedyAdvisor Kevin Skipper signed a buy-sell agreement with our firm. Five months later, he died unexpectedly. Here's what we learned.
Commentary