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December 19, 2013

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Big Ideas in Estate Planning Now
Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.

Retirement Reality Check: Which Rules Still Matter?
Rules, as they say, are made to be broken. Yet as financial planning has grown as a profession, collective thinking has coalesced around a few solid pieces of advice. A panel at the Morningstar Investment Conference set out to debunk some of those rules and establish new guidelines. Here are a few of the biggest myths they tackled.

Maximizing Social Security for Both Spouses
The number one Social Security strategy is maximizing both spouses’ benefits. Here are two ways to help clients do this.

46% of Planners Have No Retirement Plan, FPA Finds
Almost half of the advisors in a new FPA study say they don't have a retirement plan; even more fail on business and succession plans.

New Firm Swaps Life Insurance Policies for Long-Term Care
A client seeking long-term care funding may be able to get it by swapping a life insurance policy.

Senators Stress Advisors' Role in Retirement Planning
Investment advisors will play a critical role in helping the nearly 80 million baby boomers and future generations develop a sustainable plan for retirement, a pair of senators said.

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Retirement at Risk for Half of U.S. Households, Even With Market Rebound
Half of U.S. households remain at risk of being unable to maintain their standard of living in retirement, despite the surge in stock market and housing prices.

IRS Provides Guidance on In-Plan Roth IRA Rollovers
The IRS has issued guidance on rollovers within a retirement plan to designated Roth IRAs in the same plan.


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