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 […]
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 […]
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 […]
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 […]
A Holy Grail of Retirement: How to increase income and growth while improving liquidity Buy now for $29 Overall Rating: 4.1 / 5 A Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke Understanding what retirees want and what keeps them up at night are major elements for […]
Key IRA Changes Made by the SECURE Act Buy now for $29 Overall Rating: 8.8 / 10 Key Most Significant IRA Changes Made by the SECURE Act – Denise Appleby The Setting Every Community Up for Retirement Enhancement (SECURE) Act has given us new rules relating to IRA distributions and contributions. Practitioners must understand how […]
Guaranteed Income: The Forgotten Household Asset Buy now for $29 Overall Rating: 4.6 / 5 Guaranteed Income: The Forgotten Household Asset – David Blanchett Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used […]
No Portfolio Is An Island Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. No Portfolio is an Island – David Blanchett Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only […]
08/01/2022 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies Rebroadcast at 1-2 PM EDT Buy now for $29 Overall Rating: 4.5 / 5 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. […]
New Horizons in Estate Planning Buy now for $29 Overall Rating: 4.9 / 5 New Horizons in Estate Planning – Steve Parrish Estate planning is part of financial and retirement planning. There are new estate planning considerations for financial professionals in light of the pandemic, the SECURE Act and proposed legislation, and an increasing emphasis […]