Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Pay School Loans and Save for Retirement at the Same Time
By Margaret Collins, Ben StevermanA new benefit platform will let companies sync retirement savings and student debt payments.
March 01, 2016
Social Security: Managing New Claiming Strategies, BenefitsFor advisors with clients approaching retirement age, it is important to keep in mind that there are several options for structuring Social Security benefits.
March 01, 2016
How Financial Wellness Drives Better Retirement and Tax DecisionsPlan sponsors who commit to education stand to benefit in the long run, but finding the right cocktail of education and motivation is tricky.
March 01, 2016
3 Things You Need to Know About Investment Income and DeductionsAs part of ThinkAdvisors Special Report on tax planning, weve partnered with ALM sister service, Tax Facts Online, to take a deeper dive into tax issues in a convenient Q&A format.
February 29, 2016
Maximizing Clients’ Income Tax Savings: Deducting Your FeeFollow this process to decide from which account your fee should be deducted.
February 26, 2016
Top Portfolio Products: New Low-Carbon Indexes and Enhanced Beta ETFsThese indexes are designed to reduce the carbon imprint of institutional equity portfolios while boosting performance.
February 26, 2016
How Advisors Can Protect Lawyers' Retirement Funds From a CrashSome lawyers have an uncomplicated retirement plan ... Keep working, one lawyer says. But advisors have other ideas to help protect their nest eggs.
February 26, 2016
Could Lifesaving Health Care Be Financed Like a Home Purchase?The professors proposing the health care loan concept say it's "a market-based solution" to get patients needed medication. But they admit the idea is "distasteful."