Roth IRA conversion available to beneficiaries

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The reduction of spousal benefits 

Managed accounts are, arguably, a better option than target-date funds for 401(k) portfolios’ safe harbor options. So, why aren’t there more of them? 

Help families achieve a diversity of shared goals

Investors want advice on Social Security and are willing to make changes to get it. In a recent Nationwide study, 60 percent of investors surveyed said they would switch advisors to get advice on maximizing their Social Security benefits. Abou...

Let him. | Copyright Mario Tama, Getty Images It's an old-wives tale at this point: When the markets are bad, buy gold. Not so fast, according to data analytics platform Kensho. The firm looked at the past few market drops and how the precious...

Let’s look at the windfall elimination provision, which is used to reduce a worker’s Social Security benefits to offset the perceived windfall.

Many broker/dealers still provide their advisors with an annual conference, complete with award dinners, appreciation events, and spousal activities. But Raymond James’ Tash Elwyn writes on LinkedIn that the more family-oriented firm events m...