Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Understanding Deferred Variable Annuities’ Two Phases
By John L. Olsen and Michael E. KitcesProper handling of the two phases accumulation and distribution is essential for maximizing a deferred VAs impact.
August 14, 2017
Saturna Capital Launches Clean Shares for Two Funds: Portfolio ProductsAlso, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
August 14, 2017
2 Key Times to Invest in Actively Managed FundsWhen should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?
August 11, 2017
What to Do When Clients Lie"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
August 10, 2017
Taxpayers Prefer Roth Retirement Plans: StudyThey might not adequately understand the fallout from their decision, but taxpayers generally prefer back-loaded retirement plans to front-loaded ones, CRR reports.
August 10, 2017
529 College Plans and Taxes: The Basics and Then SomeFind out how to decipher the basic IRS rules, though for IRS that means complicated, for 529 college savings plans.
August 10, 2017
NY Fed President Sees Moderate Growth and Higher Inflation AheadWilliam Dudley said inflation is moving toward the Fed's 2% target and modest wage growth is likely due to sluggish productivity growth.
August 09, 2017
Dalbar Puts a Sellers’ Exemption to Fiduciary Rule on DOL’s DeskIn a comment letter, Dalbar proposes something many fiduciary proponents say the SEC should have been doing all along.