With Americans living till their 70s and 80s, retirement planning has given way to longevity financial planning. Find out what that involves and how advisers can help their clients prepare
The Supreme Court upheld same-sex marriage. What does this mean for married and unmarried gay couples now?
Before gifting stocks to friends and family, investors and advisors should consider the tax implications.
Find out about the different Roth conversion strategies available to you
Stretch IRA is no longer a retirement planning strategy when the SECURE Act was passed in 2019. There are still other options – find out what they are
When should you do a retirement plan rollover and when shouldn’t you? Find out in this article
How serious is the issue of financial literacy in the US and what can be done about it? Find out here
Is naming beneficiaries outright or naming a trust as an IRA beneficiary better for your clients? Find out in this article
In estate planning, are irrevocable trusts a good option?
There are alternative ways to fund long-term care if you need it, even if you’re not a millionaire
