The Retirement Spending Assumption Dave Ramsey, and Most Advisors, Aren't Talking About
By Jim SandidgeDon't be so quick to yell "heresy" at the thought of an initial 8% withdawal rate. Here's why.
December 06, 2023
3 Tax-Friendly Investments for Wealthy ClientsThese under-the-radar options could appeal to certain clients, but it's important to know the risks.
December 04, 2023
A Closer Look at the DOL's Proposed Rollover RuleThe updates would maintain a commitment to ensuring that fiduciary advice is provided in retirement investors' best interest.
December 01, 2023
The IRS Delayed Its Payment Reporting Rule Change Again. Is That Good for Taxpayers?The rule for payments via Venmo and other apps won't take full effect till 2025 at the earliest.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 30, 2023
Don't Forget These IRA, 401(k) Planning Tasks Before Year-EndDec. 31 is the 2023 deadline for RMDs, QCDs and other retirement planning moves.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 20, 2023
Debate: Will the New DOL Fiduciary Rule Hurt Retirement Investors?Two professors disagree on the extent to which advisors would limit their counsel should these protections be enacted.