Secure Act's MEP Changes Are a Game Changer for 2020
By Robert Bloink | William H. ByrnesThe Secure Act fundamentally changed the nature of MEPs and needs to be examined for its impact on clients.
December 17, 2019
The Mega Backdoor Roth IRA and Other Ways to Maximize a 401(k)Many 401(k) plans allow after-tax contributions, creating financial planning opportunities that are often overlooked.
December 04, 2019
Skip the Cash Gift, Try a Kiddie Roth IRA for the HolidaysAn often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.
November 26, 2019
Are Fixed Indexed Annuities Trending Again for 2020?With the demise of the old Labor fiduciary rule and other rules, fixed indexed annuities might be making a comeback.
November 25, 2019
Year-End Tax Opportunities to LeverageIt's time to consider Roth conversions and harvest some losses and gains.
November 25, 2019
SRI: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.
November 20, 2019
4 Common Questions About Reverse MortgagesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 19, 2019
2020 Medicare Changes Highlight Valuable Income-Minimization StrategiesBecoming subject to Medicare's income-based surcharges can increase Medicare premium costs substantially.