Divorced Spouse’s Survivor Social Security Benefits Simplified

Sep 23, 2014

Your clients may be unaware of what they’re entitled to

New Planning Opportunities for Multiple Distributions of Retirement Benefits

Sep 22, 2014

IRS Notice 2014-54 affects the allocation of pre-tax and after-tax amounts

Four Misconceptions About Succession Planning

Sep 22, 2014

Don't let them get in the way of planning for the future

Contributions to IRAs and CESAs

Sep 16, 2014

Postmark stamp on letter of authorization is determinative

Sizing Up a Client’s Lifespan

Sep 16, 2014

Advisors should assume clients will live to at least 90 when they set up retirement plans using insurance and investment products

Help Your Clients Protect Their IRAs

Sep 15, 2014

If your clients own IRAs, a recent Supreme Court decision may have put their estate plans at risk

Is Active Management Dying?

Sep 12, 2014

Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing?

Planning for the Self-Employed Client

Sep 08, 2014

These six steps can help older clients who stop working for others and start working for themselves.

One Lump Sum or Small Payments?

Aug 27, 2014

Soon-to-be retirees should be careful when deciding how to take money out of a pension account.

Industry Insights with Rehmann Financial's Joe Heider

Aug 26, 2014

Joe Heider, Regional Managing Principal, Rehmann Financial Group, discusses the best practices for financial advisors working with retiring small business owners.