Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Life Insurance Fiscal Cliff: No Tax Preference Is Safe
By Robert Bloink, William H. ByrnesThe potential elimination of many tax preferences currently afforded life insurance is one facet of todays fiscal cliff discussions that is often overlooked. In todays political environment, no tax preference is safe.
December 06, 2012
6 Tips for Year-End Reviews of Retirement Plans: INGING on Tuesday held a webinar to suggest ways for retirement plan advisors to improve their year-end reviews with their plan sponsor clients.
December 04, 2012
To Avoid Fiscal Cliff, 401(k) Plans May Fall Off Deep EndAdvisor Brett Goldstein says possible deals to cap contributions could shutter plans, hurt low-income employees particularly and see contributions plunge up to 65%.
December 04, 2012
Year-End Tax Strategy: Pairing a Roth Conversion With a DAFA year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.
December 03, 2012
CE, Variable Annuity and Securities Licenses and RIAsHow I fulfilled my continuing ed requirements, and what I learned about my state VA license.
November 30, 2012
Is Comprehensive Advice in 401(k) Plans Really So Hard?Offering individualized advice in a 401(k) planone tough nut to crack.
November 30, 2012
Gender Gap Exposed in Millionaires’ Financial Decision MakingFidelity study says advisors are well advised to focus on both spouses to protect client relationships.