Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Surprise Tax Hit for Post-Medicare HSA Contributions
By Robert Bloink, William H. ByrnesMany clients are unaware of the complications that arise with respect to HSAs once they become eligible for Medicare, and penalties can be steep.
March 17, 2017
401(k) Savers May Have to Fund Trump’s Corporate Tax CutSome retirement experts predict that preferential tax treatment will be changed to offset revenue losses if corporate rate is cut.
March 17, 2017
FINRA Plays ‘Gotcha’ With Brokers, Short-Changes Investors: Hester PeirceThe former nominee for SEC commissioner tells ThinkAdvisor why the SEC is a better regulator than FINRA and what's wrong with Dodd-Frank.
March 16, 2017
Advising Clients on Social Security: Talking Points, Part 1This five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.
March 16, 2017
Future Retirees Could Be More Reliant on Social SecurityThe Center for Retirement Research finds that total wealth from retirement plans has largely been flat from 1992 to 2010.
March 16, 2017
Few Big Foundations Exceed Required Distribution MinimumMany very wealthy donors worry about how their money is being used.
March 16, 2017
How to Comply Now With Labor's Fiduciary Rule(s)Here are some guidelines on what rules apply to investment recommendations, retirement plans and IRAs until the rule is eventually killed.
March 15, 2017
Cerulli Looks to Large DC Plans for Evolving TrendsCerulli identified two trends taking shape in large defined contribution plans that it believes will trickle down to smaller plans.