The network for financial advisors
The network for financial advisors
Login
Register
Resources
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
search goes here
30 Days 30 Ways: Tools & Strategies for Retirement
Retirement planning software that builds a plan in less than an hour
The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.
Help small businesses save thousands via a quirk in pension law
Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.
Don’t let clients make this fatal IRA rollover error
Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.
Cutting through the confusion around Social Security benefits
Payouts to spouses and survivors appear similar but are different enough to cause headaches.
Making the case for fixed index annuities vs. VAs
An indirect connection to equities has helped FIAs weather this year’s market volatility.
Don’t let clients miss out on back Social Security benefits
A retiree says if he had been told he was eligible for a lump sum payment, he would have gladly taken it.
Mastering the rollover process for retirement plans
Advisers should be prepared to discuss both the benefits and drawbacks with clients.
Want to maximize client benefits? Try using Social Security software
The claiming process has become more complex. Here's how these programs can cut through the clutter.
How to roll out the best-interest contract exemption
After the DoL’s fiduciary rule, this is just a cost of doing business for those offering retirement advice.
How a Roth 401(k) can provide clients with opportunity
Plan sponsors are open to the addition, but most participants aren’t taking advantage of it.
See more 30 Days 30 Ways: Tools & Strategies for Retirement
