Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
When Should Small Businesses Convert SEPs to 401(k)s?
By Robert Bloink, William H. ByrnesSome small business owners may have started out with a SEP IRA for convenience, but circumstances change.
August 15, 2017
Social Security Working Retirement Tax: Which Spouse’s Earnings Count?Working while claiming Social Security may be common but so are complications, which magnify the advisors role in providing guidance.
August 14, 2017
Understanding Deferred Variable Annuities' Two PhasesProper handling of the two phases accumulation and distribution is essential for maximizing a deferred VAs impact.
August 14, 2017
Inflation Is Americans' Top Economic Worry: Allianz LifeThe Allianz Life 2017 Inflation Study finds a majority don't have a plan that addresses the rising cost of living in retirement.
August 14, 2017
Fewer Millennials Thinking About Finances: Navy Federal Credit UnionThe credit union surveyed military and civilian millennials and found both groups may be less financially sound than they think.
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.