By Steve Vernon, F.S.A., Research Scholar, Stanford Center on Longevity
I worked at Watson Wyatt Worldwide on the front lines of the transition from defined benefit and contribution plans in the private sector in the 1980s, 1990s, […]
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 be made that can be devastating, and frequently […]
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 topic to address because I’ve been receiving so […]
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 these provisions. I was speaking with some clients […]
Archive – CE available with all 2019 and 2018 issues
Other past issues (earn CE for 2019 and 2018 issues)
Read the entire issue to receive CE!
This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
Print and share
Read other past issues! (CE available for 2019 and 2018 issues)