In a statement before the Senate Finance Committee, XYPN co-founders Michael Kitces and Alan Moore said a provision in the Retirement Security and Savings Act would unfairly benefit record-keepers and could result in conflicted advice.

The dynamic retirement spending strategies will help advisors keep decumulation phase income plans flexible and on track.

'Cognitive decline is another risk, so let's plan for it just like we're planning for inflation or investment losses.'

Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.

Alight went public in July through a merger with Foley Trasimene Acquisition Corp.

A roundup of recent industry surveys.

Increased awareness and enhanced technology platforms have helped make it easier for individual investors to access previously unavailable asset classes.

A recent letter I wrote to an advisor.

IRA provider Choice and Bitcoin mining and hosting firm Compass Mining announced that they’re offering an IRA that will allow miners to produce the cryptocurrency in a tax advantaged account.

When one's role in life changes, we grieve. Here's how advisors can help.