Retirement Planning

Modern wealth management requires modern problem solving, especially as more baby boomers enter retirement.

Nearly $3 million in seed funding for improvements at Alto, a platform that facilitates investments in alts via IRAs, illustrates the growing interest in alternative investments.

The push to make an RIA-friendly, more transparent annuity is on, as insurers and distribution companies grapple with rewriting the investment and compensation models for longevity protection.

Called Medicare Advice, the free online offering has 300 decision points built in by the firm.

The applicable divisor used to compute RMDs would be recalculated each year.

Medicaid may help prevent all of a couple's assets from being expended on the first spouse to need LTC.

IRS rules no income taxes for IRA assets spouse acquired directly from decedent.