Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
House Passes Two 'Tax Reform 2.0' Bills
By Melanie WaddellThe House plans to vote Friday on the third bill in the package, the American Innovation Act of 2018.
September 27, 2018
The Future Is NowLike a blast of icy water, the SS&C Deliver conference awoke advisors to a new world and showed them the need to adapt.
September 26, 2018
The Math of Medicare Enrollment Delay Option for Working ClientsDeciding when to enroll in Medicare coverage is more complicated when a client continues to work, and can effect claiming Social Security.
September 26, 2018
10 States With the Fastest Job GrowthWhen relocating, whether millennial, Gen Xer or young tail-end boomer, why not live where there are more jobs?
September 26, 2018
Ed Slott: Killing Stretch IRAs Would Be a 'Revenue Loser'"I don't agree that eliminating the stretch IRA would produce the billions in tax revenue that Congress thinks it will," the IRA specialist told ThinkAdvisor.
September 25, 2018
United Income Launches Total Wealth Return SolutionThe new solution simulates 81 different Social Security claiming strategies, among other functions.
September 19, 2018
What Policymakers Don't Get About Couples Who Retire TogetherSometimes, economists point out, husbands and wives have different needs and ideas.
September 18, 2018
7 Differences Between Roth and Traditional IRA InvestorsThe two types of IRAs tend to be held by different groups of investors with different needs.