Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Opt Out of Inheriting an IRA
By Robert Bloink | William H. ByrnesBeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
February 06, 2024
Bond Ladders Gain Traction in Direct IndexingDirect indexing isn't just for stocks, Jonathan Rocafort of Parametric says.
February 06, 2024
Great Recession Saved Lives: ResearchA working paper found that 4% of 55-year-olds gained an extra year of life.
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?
February 06, 2024
Supernerds: Ramsey's Been Wrong on Retirement Income for a Decade, but It Matters More TodayMillions of boomers could see their retirements derailed by following his risky advice, Blanchett, Finke and Pfau say.
February 05, 2024
12 Worst States for Retirement: 2024These states are unaffordable for many retirees, have dismal quality-of-life scores, or both.
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.