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Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.
August 30
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The firm's newest recruits generated $3.6 million in annual revenue.
August 30
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The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.
August 30
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The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.
August 30
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To get from where you are today (even if that’s a pretty nice place) to where you truly want to be, you need a system.
August 30
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Risk aversion is what everyone thinks about first, and getting the lawyers involved is what everyone thinks about second.
August 29
Ritholtz Wealth Management -
Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.
August 29
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The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.
August 29
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How to maximize government retirement income for couples, irrespective of their marital status.
August 29
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Many people have the misconception that Social Security will become insolvent over the next 20 years.
August 29
