May 25, 2018
Tax Reform Offers Relief for Taxable 401(k) LoansRules governing 401(k) plan loans can trigger taxes, but the tax overhaul provides some relief.
May 17, 2018
Pass-Through Tax Break Can Benefit Boxed-Out Service Businesses After AllTax planning strategies have already emerged to allow service business owners to reap the benefits of the 20% tax deduction for QBI.
May 16, 2018
Improving Long-Term Care Insurance Rate Increase CommunicationsOne of the top players in the LTCI market looks, in-depth, at the controversy over rate increase notices.
May 08, 2018
Social Security Timing: What Couples Should Consider — The Advisor and the Quant'Advisor' Joe Elsasser and 'Quant' Ron Piccinini discuss how to help married couples maximize their Social Security benefits.
May 03, 2018
Sidestepping Misconceptions of Inherited 401(k)sThe rules governing inherited qualified plans can be much more complex than those governing inherited IRAs—making the advice of an informed financial advisor critical to getting it right for the client.
May 01, 2018
How to Manage Sequence of Returns Risk in Retirement: The Advisor and the Quant'Advisor' Joe Elsasser and 'Quant' Ron Piccinini discuss how to protect clients from a down market in the crucial early withdrawal years.
April 30, 2018
Why Advisors Should Search for Quality Dividends Rather Than YieldThe quest for high-yield dividends can be shrouded by looking only at longevity and growth. Here's a better approach.
April 29, 2018
What Advisors Need to Know About the EU's New Data RulesRegulators in Europe are putting in a set requirements that aim to better protect personal data.
April 29, 2018
What Tech Checks to Make to Prep for Reg Exams2018 FINRA and SEC exam priorities can serve as a refresher for your technology practices.
April 29, 2018
How Advisors Can Go Deeper With P&C InsuranceA growing number of clients are requesting P&C insurance. Advisors should be prepared.