Retirement Planning

Achieve financial independence through retirement planning and senior wealth planning strategies.
Don’t miss a moment of retirement planning news. Join our free Retirement Plan Advisor e-newsletter today.

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Pros and Cons of Converting to a Roth IRA

Nov 21, 2018

Martin Shenkman and Jonathan Blattmachr discuss whether clients should convert their IRAs to Roth IRAs.

United Capital Partners With Medicare BackOffice

Nov 21, 2018

The firm’s advisors will now have a trusted partner in addressing clients’ Medicare questions.

Advising a Caregiver? They Need Your Help, Survey Finds

Nov 20, 2018

Medicare and long-term care anxieties can debilitate caregivers; with the right knowledge, advisors can take care of the caregivers.

Live Long and Face Financial Hardship?

Nov 19, 2018

Running out of savings in retirement is a real concern for many Americans, according to a Wells Fargo report, but coaching clients to have the right mindset can help.

Seven Elder Planning Lessons From the Marvel Universe

Nov 16, 2018

Using popular characters to tackle an unpopular issue.

U.S. Annuities Sales Boom After Fiduciary Rule Kicks the Bucket

Nov 15, 2018

A series of interest rate hikes by the U.S. Federal Reserve this year has allowed insurers to offer consumers higher interest rates for many annuity products.

Who Do You Name as a Beneficiary of Your IRA?

Nov 14, 2018

Marty Shenkman and Jonathan Blattmachr discuss one of the biggest questions in estate planning.

Oregon Expands State-Run Retirement Plan to Individuals

Nov 14, 2018

The latest move will provide retirement plans to gig economy workers.

A Better Way to 'Live Forever,' Even for Nonbillionaires

Nov 12, 2018

The old and the young need to bridge the generational gap -- for both their benefits.

Wells Fargo Is Said to Weigh Sale of Retirement-Plan Unit

Nov 08, 2018

Wells Fargo has been unloading businesses this year in the wake of a string of consumer scandals.

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Retirement Planning

Achieve financial independence through retirement planning and senior wealth planning strategies. Don’t miss a moment of retirement planning news. Join our free Retirement Plan Advisor e-newsletter today.

Achieve financial independence through retirement planning and senior wealth planning strategies.
Don’t miss a moment of retirement planning news. Join our free Retirement Plan Advisor e-newsletter today.