8 Ways for Agents to Answer ‘What Do You Do?’
By Bryce SandersHere are ideas about HOW to make those connections that seem to form automatically for other people.
October 24, 2017
The Right Time to Rebalance — and Give to CharityDonating to charity can absorb the tax blow from rebalancing a taxable account, and now is a great time to do it.
October 24, 2017
Working Past 70½? Skip the 401(k) RMD Without PenaltyFor clients working past age 70, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
October 24, 2017
Help Millennials Understand, and Use, the New Life OptionsPeople in their 20s and 30s can be great clients, if you recognize that they're still growing.
October 23, 2017
Thinking About Private Equity in a Retirement Portfolio? Read This FirstDespite risks associated with PE investments, the sector may be worth exploring as part of a retirement strategy for those willing to do the homework.
October 23, 2017
Trump's Numbers Guy Isn't Great With NumbersThe author contends that Mick Mulvaney is weak on budget discipline.
October 23, 2017
4 Ways to Get More Mileage Out of Muni Bond SeasonThe municipal market is slowly coming out of the summer doldrums. This year, however, we are seeing changes to the seasonal patterns.
October 22, 2017
5 Ways to Qualify for Abatement of IRS PenaltiesHere's more of the background knowledge you need to talk to tax professionals.
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