Donald Jay Korn

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.

Here’s how On Wall Street’s Top 10 Branch Managers land the best talent and help shape the industry’s future.

Sure, major firms offer exit advice to their advisers, but there’s only so much they can do. Here’s how planners can take the next step on their own.

These funds avoid complexities of short-selling but add other concerns.

New reporting requirements allow the feds to focus on hard-to-value holdings in order to boost taxable required minimum distributions.

The flexibility and broad selection of a regular investment account could outweigh the tax advantages of a 529 plan for funding higher education.

Use these highly-liquid funds to execute a tactical asset allocation approach.

Index-based ETFs are less likely to generate tax bills for reinvested capital gains distributions.

These clients ‘don’t want standard vanilla portfolios,’ so offer funds they can’t just get anywhere. Here’s how.

As they reach retirement, clients particularly need help in this area. Get yourself situated to help them.

Ginnie Mae funds have their benefits, but they may be vulnerable to falling — and rising — interest rates.