
Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
The average annualized return of the top 20 funds has been nearly 15%.
While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”
They have time on their side, but compounding won’t work if they’re all in cash.
One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.
Muni funds should become more attractive under the new tax laws, say market observers.
The effects are looking like "every other much-hyped tax cut of the past three decades.”
Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.
Industry leaders were selected from Voya Investment Management, Franklin Templeton Investments, Carson Group and more.
These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.
Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.