Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Life Insurance As a Retirement Asset
By John DallasThe author sells selling a policy is one way to help clients cope with income volatility.
October 04, 2017
Trump Tax Reform Plan Could Roil Small-Business RetirementWhile many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients retirement planning options.
October 03, 2017
RetireUpPro Offers Real-Time Income PlanningRetireUpPro originated as a response to the Labor Departments fiduciary rule.
October 03, 2017
DOL Fiduciary Rule Delay Likely to Be Challenged in CourtStay or delay? Consumer advocates say Labor actually wants to stay the rule, which it may not have the authority to do.
October 02, 2017
With Future Uncertain, Bitcoin Is a GambleThe IRS allows self-directed IRAs to invest in certain physical assets and property if theyre held by an approved custodian.
October 02, 2017
15 Most Expensive States for Long-Term Care: 2017Genworth's annual study on the cost of care nationwide, which includes home care, assisted living facilities, etc., is not reassuring.
September 29, 2017
GOP Framework Would Raise Taxes for Many of Your ClientsAnalyses from the conservative-leaning Tax Foundation and liberal-leaning Tax Policy Center agree that those in the 90th-95th percentiles for income would pay more.
September 29, 2017
Medicare Rights Center Guide Details Steps for IRMAA AppealsA free, downloadable guide gives advisors and clients insight on how to appeal a higher Part B or Part D premium.