New paper suggests flexibility around withdrawal rates, asset allocations is a better approach.
Signator moving from career agency to IBD model
President Obama's plan takes aim at strategies used by upper-income claimants to increase their benefits
President Obama's plan takes aim at strategies used by upper-income claimants to increase their benefits.
But declaring 'independence' also comes with hefty taxes – which trusts can help curb
A group of medical professionals claim their employer's retirement investments were unfairly expensive
A new paper by Wade D. Pfau and Michael Kitces turns conventional retirement income strategy on its head.
Warning: Don't overlook the implication of state income taxes, ordinary income or capital gains.
Advisers should recommend statutory shelters to ease clients' tax bite.
