Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Tips for Repaying Student Loans
By Bernice NapachNow is the time when recent college graduates must begin repaying their student loans, so they should be aware of the do's and don'ts.
November 27, 2017
Reducing RMDs’ Tax Impact by Using NUA Tax BreakTo reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.
November 27, 2017
12 Best Big Cities for Successful Aging: 2017Milken ranked 381 metropolitan areas; we focused on big cities here.
November 27, 2017
How DC Plan Participants Behaved in First Half of 2017: ICIOnly 1.6% of DC plan participants stopped contributing in the first half of the year.
November 27, 2017
DOL Officially Delays Start of Fiduciary RuleDuring the 18-month extension, Labor will decide whether to propose changes to fiduciary rule.
November 27, 2017
Senate Could Vote on Tax Bill as Early as This ThursdayTrump signals he will be involved in final push; CBO hasn't scored bill yet; some Republican Senators are balking at impact on the nation's debt.
November 26, 2017
GOP Tax Reform’s Big Winners and Losers: Andy FriedmanAs it stands now, the House has passed its version of the tax reform bill, with a Senate vote expected the week of Nov. 27.
November 22, 2017
Serving and Retaining Mass-Affluent Female ClientsHow can you serve your client's needs and help them meet their retirement goals even when their partners have different priorities?