Why Delayed Social Security Claiming Is More Valuable Than Ever
By Michael FinkeAs your high-earning clients continue to live longer and longer, the benefits of delaying their claim increase.
May 19, 2021
DOL's New Fiduciary Guidance for Rollovers: What Advisors Should KnowDetails are emerging that can help advisors understand their obligations under Labor's new standard.
May 12, 2021
Should the 'Step Up' in Basis for Inherited Assets Be Limited?Two professors debate President Biden's proposal to change rules allowing heirs to sell assets without paying capital gains taxes.
May 06, 2021
Educating Clients Is Not Your JobA life and annuity wholesaler makes the case that education-first strategies let the tail wag the dog.
May 03, 2021
Despite Biden's Plan, Long-Term Care Planning Remains CrucialThe president's proposal would provide much-needed funding but will do little to help those who don't rely on Medicaid.
April 30, 2021
Can You Spot the Social Security Claiming Mistakes? Part 1Claiming spousal benefits under Social Security can be complicated. Here's a case study.
April 29, 2021
When Your Prospect Is Older Than YouTurn a situation that seems like a problem into an opportunity.
April 28, 2021
Should Lawmakers Block Biden's Infrastructure Bill Over SALT Cap?Two professors debate whether the $10,000 cap on the deduction for state and local taxes should be repealed.