Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Tips to Maximize Social Security Benefits From an Ex-SSA Director
By Bernice NapachWith all of the rules and changes in Social Security, Kurt Czarnowski offers tips and advice to advisors.
September 08, 2016
If Advisors Get Dementia, What Happens to Their Clients?Advisors hopefully have a plan for clients who show signs of dementia, but what happens if advisors own decline prevents them from fulfilling their duties?
September 06, 2016
9 Milestones in the Rise and Fall of American PensionsSome of these events still affect retirement plans today.
September 01, 2016
Chevron 401(k) Case DismissedA case against the fiduciaries of Chevron's 401(k) plan was dismissed. Is this a harbinger for other pending 401(k) lawsuits?
August 31, 2016
Why College 403(b) Plans Are Such a Juicy Target for LawsuitsThe retirement plans havent caught up to tighter rules implemented in 2009, lawyers say.
August 31, 2016
3 Trends Yield Great Prospects for Retirement Plan AdvisorsLawsuits, DOL fiduciary rule and a spate of bad news on active funds yield an unbelievable environment for new business. Here's how to take advantage.
August 29, 2016
Top 10 Retirement Planning Mistakes Lawyers MakeBig-firm lawyers may be smart and successful, but they make retirement planning mistakes just like everyone else, say financial planners.
August 29, 2016
The No-Taxes Retirement Plan Distribution StrategyThere is a variety of circumstances under which a client can take tax-free (or reduced tax) distributions from a retirement plan.