Michael Kitces

Why, and how, a longevity annuity could fit the bill for retirement.

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

Contributed articles and social media posts on specific ideas can separate planners from the rest of the pack.

In certain circumstances, a Roth IRA conversion can incur an immediate tax liability – but, fortunately, the decision to a conversion doesn't have to be all or none. A partial Roth conversion is not only permissible – in practice it's often the optimal strategy.

Sometimes it’s worth it to take a chance on illiquid investments. Here’s how to gauge the risk.

Winning over robo advisors doesn’t automatically mean cutting fees. Keep an eye on profit margins, however.

Many tax extenders are expected to pass in their agreed-upon form in a matter of days.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

Changes will effectively kill File-and-Suspend and Restricted Application strategies for collecting while earning delayed retirement credits

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.