January 27, 2017 | Runtime: 2:49
Retirees need professional guidance when it comes to taking money out of their retirement accounts and understanding the tax ramifications of those withdrawals, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.
January 26, 2017 | Runtime: 3:50
The Department of Labor fiduciary rule will influence upcoming changes at independent broker-dealers this year, according to InvestmentNews senior columnist Bruce Kelly.
January 23, 2017 | Runtime: 3:22
Giving is easy, but giving well is extremely difficult, according to Claire Costello, national philanthropic practice executive at U.S. Trust. Here's how advisers can help wealthy donors with their biggest pain point.
January 20, 2017 | Runtime: 3:30
If a client commits a prohibited transaction from their IRA, the entire account becomes taxable. Here's how advisers can help guide clients so that worst-case scenario does not happen, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.
Mary Beth Franklin: How to maximize Social Security when one spouse is receiving disability benefits
January 20, 2017 | Runtime: 2:21
Can a wife collect spousal benefits on her husband who is receiving Social Security disability benefits? InvestmentNews contributing editor Mary Beth Franklin explains the answer to this very popular question among readers.
January 19, 2017 | Runtime: 2:21
Less than 1/3 of financial advisers feel they are 100% prepared to handle a data breach at their firm, according to a recent survey. InvestmentNews senior research analyst Matt Sirinides talks about how advisers and firms can better prepare.
January 11, 2017 | Runtime: 1:45
One financial adviser was baffled when her client received a Social Security check that was $1,000 less than what they expected. InvestmentNews contributing editor Mary Beth Franklin discusses why they failed to account for two things.
January 10, 2017 | Runtime: 4:00
Advising clients who are approaching retirement on what to do with their 401(k)s has become even more complicated following the DOL fiduciary rule. Ed Slott of Ed Slott's Elite IRA Advisor Group discusses what advisers need to consider.
January 05, 2017 | Runtime: 1:37
What do you do when you find out your Social Security earnings record is wrong? InvestmentNews contributing editor Mary Beth Franklin discusses how to spot errors and the steps to take once you find them.
January 04, 2017 | Runtime: 5:30
Fatal IRA or retirement plan errors cannot be corrected, and advisers need to make sure they don't happen on their watch. Here's what to watch out for, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.
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