Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL Releases Fiduciary Plan
By Melanie WaddellThe DOL's long-anticipated, controversial redraft of its rule to redefine fiduciary for retirement plans is now out for public comment.
April 10, 2015
3 IRA Distribution Mistakes to AvoidDistributions from IRA accounts often appear to be simple and they can be but they also can be surprisingly complex.
April 10, 2015
10 Best & Worst States for Low-Income TaxpayersState and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
April 08, 2015
Clients' Top Retirement Worry Is Going Broke: AICPAAICPA polled CPA financial planners about their clients' top retirement-related concerns.
April 08, 2015
When Stock Appreciates: Rethinking Clients’ GRAT Asset AllocationsMany clients who established grantor retained annuity trusts (GRATs) are now experiencing sellers remorseespecially those clients who funded a GRAT with appreciating stock.
April 07, 2015
Easing Millennials’ Investing Fears: Northwestern MutualAdvisor Chantel Bonneau, a millennial herself, talks about Northwestern Mutual's recent study and how to boost the investing confidence of younger clients.
April 07, 2015
‘Modern’ DC Plans Have Pension-Like Elements: VanguardEmployers are taking more of a responsibility in the defined contribution plans offered to their workers, a report issued Tuesday by Vanguard found.
April 06, 2015
High-Deductible Health Plans Can Unlock HSA Strategy for Older ClientsHDHPs are on the rise a trend that can open the door to powerful planning techniques.