Annuities

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

They go for $1 each on the underground internet where illegal online transactions occur. PayPal account numbers command the highest price.

Buy them "for what they will do, not for what they might do."

Buy them “for what they will do, not for what they might do.”

Buy them "for what they will do, not for what they might do."

"The trend is moving toward fee-based planning and removing commissions from the equation," says Artisan Advisor's Tim Smith.

Retirees who used a 4% withdrawal rate on a portfolio with a 50/50 asset allocation have retained 67.5% of their wealth 16 years out.