Levine, Slott: Retirees’ Taxes May Rise — or Not
By John ManganaroJeff Levine and Ed Slott argue that the odds are good, but nobody has a policy crystal ball.
October 02, 2025
Wealthy Clients’ New Demand for Advisors: Reduce Their Tax BillNearly 70% of affluent clients expect tax planning, but only 47% of advisors offer it, a new paper finds.
October 01, 2025
Stocks Seem High? Carson’s Detrick Sees ‘Nice Values Out There’No, this isn't 1929 — current prices are justified and more growth is coming, the strategist predicts.
September 30, 2025
'Credential Stacking' Offers Diminishing Returns for Retirement Planners: StudyEarning at least one certification brings big benefits to retirement income literacy, but adding more does not.
September 29, 2025
What a 26% Haircut for Wealthy Recipients Could Mean for Social SecurityA recent research paper proposes reduced benefits for high earners to help preserve benefits for the most vulnerable.
September 26, 2025
Roth Conversions in the 37% Bracket? Sometimes, It Makes SenseTaxes may rise, and retirement income is often higher than wealthy clients expect, Jeff Levine and Ed Slott say.
September 22, 2025
How to Get Retirement Spending Guardrails RightOversimplifying the process could lead clients to make dramatic, unnecessary spending cuts, researcher Derek Tharp suggests.
September 22, 2025
Osaic CEO: 3 Ways the Firm, Advisors Need to AdaptIn the "amazing market" of advice, Jamie Price says, holistic planning, tax work and technology are focal points.