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Sal Favarolo is vice president of private wealth with Lantern Wealth Advisors LLC, in Melville, N.Y. He is also an associate member of the NYSSCPA. Reach him via e-mail, or at (631) 454-2000.

Clients should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.

Both advisors are attracted by Ameriprise’s technology and investment options.

Lindsay Conway is managing director of the Pharmacy Executive Forum and Oncology Roundtable for the Advisory Board.

Rachel Sokol is the practice manager for the Health Plan Advisory Council for the Advisory Board.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should keep a close eye on these provisions, Dave Grant says.

The brokerage says its Access Investing service is now available to clients with at least $5,000 to invest.