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President Obama's proposed 2017 budget includes provisions that would scrap the "backdoor" Roth IRA and Roth contributions after 70, ending the tax benefits from these strategies; plus; are 401(k)s and 529 college savings plans safe places for clients to invest?
February 21 -
Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.
February 18 -
About 75% of what's in the proposal will probably stick, says a leading retirement expert. Here's what advisors can expect.
February 18
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Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.
February 18 -
Soon-to-be extinct strategies, facts and trends advisors should keep in mind when getting started on retirement and tax planning.
February 17 -
President Obama's fiscal 2017 budget proposal includes rules that would block investors from making "backdoor Roth" contributions; plus, the best cities for retirement jobs.
February 17 -
Money can be a huge bone of contention in romantic relationships. Heres how advisors can help client couples manage financial discord.
February 17 -
More seniors are opting to rent a home rather than own one, with the trend expected to continue in the foreseeable future; plus, are guaranteed retirement accounts the answer to the nation's looming retirement crisis?
February 16 -
Maintaining a special fund for hefty health costs and getting a Medigap policy are just two options to trim costs; Plus, tips for small business owners looking to retire.
February 15 -
The oldest GenXers are turning 50 this year, and most are north of 35. If they don't have a financial plan yet, here are steps they can take.
February 14
