senior couple sitting on a bench
This Triple Tax-Free Health Benefit Can Help Pay for Retirement
Oct 23, 2017
Money built up in this new vehicle can give retirees valuable financial flexibility.
senior-citizen
Americans Are Retiring Later, Dying Sooner and Sicker In-Between
Oct 23, 2017
U.S. life expectancy is declining, new calculations show.
Donald Trump
Trump Says Tax Plan Will Not Change 401(k) Plans - Tweet
Oct 23, 2017
"There will be NO change to your 401(k). This has always been a great and popular middle class tax break that works, and it stays!" Trump tweeted.
holding money
What Kinds of Financial Assets Do People Hold and How?
Oct 20, 2017
There’s very little variety for U.S. households in dealing with their financial investments.
metz
Get Client’s IRA Custodian to Follow Recommended Beneficiary Designation
Oct 18, 2017
Use language to increase the probability.
Unique Retirement Challenges Facing Women
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Meeting the Unique Retirement Challenges Facing Women Clients
Oct 17, 2017
A holistic approach to longevity planning allows advisors to build better relationships with female clients and help them achieve lasting stability in retirement.
uncle sam money
Take Profits Without Paying Taxes
Oct 16, 2017
Your clients can realize capital gains and still avoid capital gains taxes.
Roth IRA
Consequences of Roth IRA Conversions
Oct 13, 2017
Beware, pre-tax amounts are taxable in the year transferred.
Oregon Pioneer Courthouse square
First State-Run Retirement Plan Faces Legal Challenge
Oct 12, 2017
An employer advocacy group files suit against Oregon’s mandatory retirement plan.
Roth IRA sign
Gauging Rothification’s Impact
Oct 10, 2017
Is it more than just an accounting gimmick?
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