Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Mega Backdoor Roth IRA and Other Ways to Maximize a 401(k)
By Jamie HopkinsMany 401(k) plans allow after-tax contributions, creating financial planning opportunities that are often overlooked.
December 03, 2019
Galvin Goes After Metals.comSix Massachusetts residents got swindled out of retirement funds, the securities regulator says.
November 25, 2019
Do State Auto-IRA Programs Work? Here Are the Latest FindingsOregon was the first state to set up an auto-IRA program to for employees without a retirement plan. Here's what they found in year two.
November 25, 2019
Buttigieg Proposes Public 401(k) OptionThe Democratic presidential candidate would also create a benefit to help seniors pay for long-term care.
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 20, 2019
5 Ways Reverse Mortgages Pay You MoneyOne positive of reverse mortgages is that the payouts are not taxable because they are considered a loan.
November 19, 2019
What Divorced Women Should Know About Claiming Social SecurityMany don't know they may be able to claim on their ex-husband's work record, Marcia Mantell tells ThinkAdvisor.
November 19, 2019
The Concept of the Retirement Nest Egg Is CrackedSuccessful advisors are now adopting a "carton" approach to retirement assets.