09/26/2022 Meeting the Challenges of Solo Aging Rebroadcast at 1-2 PM EDT Buy now for $29 Overall Rating: 4.4 / 5 Meeting the Challenges of Solo Aging – Sara Zeff Geber Throughout the world, when elders reach a stage where they need a little help, it is almost always the adult children that provide or […]
Alternative Investments: The Investments That Are No Longer Optional Buy now for $29 Overall Rating: Not yet rated / 5 In the past ten years, meeting a client’s investment goals was fairly easy with annual equity returns of 10% and a raging bond market. An advisor could create a 60/40 portfolio for a client, set […]
08/10/2022 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree Rebroadcast at 12-1 PM EDT Buy now for $29 Overall Rating: 8.4 / 10 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree – Bob Mauterstock The fastest growing age group in the U.S. are people over age 85, and more than $40 […]
07/26/2022 Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions Rebroadcast at 3-4 PM EDT Buy now for $29 Overall Rating: 4.5 / 5 Critical Rules for Moving Retirement Accounts Transfers, Rollovers, Roth IRA, and In-plan Conversions – Denise Appleby One of the most inevitable transactions that will occur in a […]
Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare Buy now for $29 Overall Rating: 4.0 / 5 Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare – Kelley Long For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating […]
5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility Buy now for $29 Overall Rating: 4.9 / 5 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility – Heather Schreiber Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge […]
Determining Your Client’s Retirement Income Style Buy now for $29 Overall Rating: 4.5 / 5 Determining Your Client’s Retirement Income Style – Wade Pfau As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged, and it is hard […]
Care Planning Prevents Tearing Families Apart Buy now for $29 Overall Rating: 4.3 /5 Care Planning Prevents Tearing Families Apart – Carroll Golden These are the days of unpredictable retirement health care needs. As a result, individuals and families are faced with planning for “discordant retirements” with the added challenges of the impact on family […]
Are Health Savings Accounts better than a 50% employer-match on a 401(k)? Buy now for $29 Overall Rating: 4.2 / 5 Are Health Savings Accounts better than a 50% employer-match on a 401(k)? – Greg Geisler Health Savings Accounts (HSAs) are quasi-retirement accounts because of the ability to save tax at contribution, not be taxed […]
Social Security GPO: FOMO, IDK or LOL?? Buy now for $29 Overall Rating: 4.5 / 5 Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Government Pension Offset (GPO). Workers and their employers need to understand the financial impact of the GPO on […]
Social Security WEP: FOMO, IDK or LOL?? Buy now for $29 Overall Rating: 4.8 / 5 Social Security WEP: FOMO, IDK or LOL?? – Michael Wilson Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Windfall Elimination Provision (WEP). Workers and their […]
Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Buy now for $29 Overall Rating: 4.3 / 5 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, […]