Rule of 55 vs. Section 72(t): Which Is Better for Early Withdrawals?
By Lloyd LoftonYour client may not know that they can tap retirement accounts early without penalty. But should they?
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
The Account People Forget to Roll OverClients probably remember their 401(k) plan assets. Remind them of their HSAs.
February 09, 2023
Create Your Own WhaleA client relationship expert looks at how to find referrals outside your pond.
February 07, 2023
12 Tips for Clients Who Are Digital NomadsAs their advisor, you can help these clients save money while they work from wherever they choose.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 06, 2023
They Changed Their MindsA sales coach reveals the secret to making sales decisions stick.
February 06, 2023
Secure 2.0 Can Make Clients' Retirement Plans StrongerExplaining change can create sales opportunities.
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