By Wade Pfau, Ph.D., CFA, author of academic retirement research with practical application, RetirementReseacher.com
There are two schools of thought regarding retirement – probability based and safety first – that […]
By Rex L. Hogue, Attorney and Partner, Haiman Hogue, PLLC
Qualified retirement plans (QRPs) create numerous planning problems. I found that most people have no idea how much they complicate estate planning nor do they know how to deal with the complications. Many mistakes can […]
There is so much that we need to be paying attention to today to protect our clients. By the end of this article, I hope you learn how to prevent rollover […]
By Steve Vernon, FSA, MAAA, Research Scholar, Stanford Center on Longevity
Bill Sharpe, who won a Nobel Prize and is now associated with Stanford University, was recently he […]
There are key questions to answer for clients, and you can also ask certain employees if that’s appropriate based on […]
We’re going to be looking at traditional IRA distributions at a very high level, and we’ll talk about Roth IRA distributions as well. I thought this would be an important […]
From a general perspective, we’re going to be looking at some transactions that must be completed by the end of the year in order for your clients to benefit from […]
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