
10 Questions Financial Advisors Should be Prepared to Answer
Here are 10 questions financial advisors should be prepared to answer, and 10 answers Mag Black-Scott and CIC Wealth Management shared with Financial Planning.

1. What Kind of Credentials Do You Have?

2. What Books Have you Read on the Topic?
"The 7 most important Equations for your Retirement" - Moshe A. Milevsky
"Parlay your IRA into a Family Fortune" - Ed Slott
"Managing Downside Risk in Financial Markets" - Frank Sortino and Stephen Satchell
"Cracking Your Retirement Nest Egg" - Margaret A. Malaspina
"Retirement Income Redesigned" - Harold Evensky, Deena Katz & Walter Updegrave
"Your Complete Retirement Roadmap" - Ed Slott
"The Handbook of Portfolio Mathematics" - Ralph Vince
"The Big Retirement Risk" - Erin Botsford
"The Calculus of Retirement Income" - Moshe A. Milevesky
"Are you a Stock or a Bond?" - Moshe A. Milevesky
"Lifecycle Investing" - Ian Ayres & Barry Nalebuff

3. What Professional Training and/or Course Work Have Your Completed?

4. How Do You Stay Current on Key IRA Tax Laws?

5. What is the Latest IRA Tax Rule You Are Aware of and When Did it Occur?

6. How Do You Determine the Best Option for my Lump Sum Distribution?

7. How Would You Keep Track of my IRA Beneficiary Form, and How Would I Know When to Update It?

8. Can You Show Me the IRS Life Expectancy Tables?

9. Do You Know What Will Happen to my IRA after I die? How Will You Make Sure that My Beneficiary Will Get the Stretch IRA?
