Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Qualified Longevity Annuity Contracts and Retirement Planning
By Tax Facts OnlineThe experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.
March 17, 2017
Advising Clients on Social Security: Talking Points, Part 2This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.
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.