Now Is the Time to Do a 'Back-to-School' Tech Check
By Dan SkilesBeen away for summer and have to get back into gear? Here are ideas for when "class" resumes.
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.
July 16, 2019
Help Clients Understand Potential Social Security Benefit CutsFear of losing out on benefits can lead to poor claiming decisions. Advisors can help prevent that.
July 03, 2019
SEC's Reg BI Adds Unexpected Fiduciary Hurdle for Retirement AdvisorsSome retirement plan rollover transactions will be affected, so understanding these new rules will be critical.
July 03, 2019
Unpacking the New HRA Option for Employee Health InsuranceThe expanded HRA rules can really help employers, but the guidance is extremely specific with a risk of disqualification.
June 12, 2019
Can Roth IRAs Match 529 Plans for College Savings Benefits?Both tax-preferred plans do their stated jobs well, but Roth IRAs have an added value to pay for college expenses.
May 31, 2019
Standalone LTCI Premiums Skyrocket, but Alternatives AboundAdvisors should become well-versed in the alternative solutions for clients who can no longer afford LTC policies.
May 17, 2019
Retirees Beware: IRS Pension Buyout Stance Shifts (Again)The recent IRS change of course on this issue may add complications into the mix for retired clients who are already in pay status.