Donald Jay Korn

TDFs allow advisers to help create a retirement glide path, but selecting the right fund for the right path can be a challenge.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Certain courses can provide specialized knowledge and demonstrate competence — but pick the right ones.

Certain courses can provide specialized knowledge and demonstrate competence — but pick the right ones.

A PR firm could get your name in front of the right people, but here are some things to consider first.

A PR firm could get your name in front of the right people, but here are some things to consider first.

FIAs may generate upside with limited downside, a package that appeals to some advisers and clients — as long as some hurdles can be cleared.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

These strategies can help clients with challenging drawdown decisions

Taxes may dictate whether assets fit into a regular or a retirement account.

Retirement may begin with a choice between starting benefits or taking distributions.

One adviser got a frantic call from client in a sales office who actually yelled, ‘Help me!’ into the phone.

The ‘when’ of stock market ups and downs can be just as crucial as the ‘how much.’

The ‘when’ of stock market ups and downs can be just as crucial as the ‘how much.’

Retirement may begin with a choice between starting benefits or taking distributions.