Ramon Vicente Berenguer

Ramon Vicente Berenguer
Displaying 91 results
When to do a retirement-plan rollover, and when to avoid it
RETIREMENT RETIREMENT PLANNING APR 26, 2019
When to do a retirement-plan rollover, and when to avoid it

When should you do a retirement plan rollover and when shouldn’t you? Find out in this article

Financial literacy: An epic fail in America
RETIREMENT RETIREMENT PLANNING MAR 02, 2019
Financial literacy: An epic fail in America

How serious is the issue of financial literacy in the US and what can be done about it? Find out here

Should you name a trust as an IRA beneficiary?
RETIREMENT RETIREMENT PLANNING FEB 22, 2019
Should you name a trust as an IRA beneficiary?

Is naming beneficiaries outright or naming a trust as an IRA beneficiary better for your clients? Find out in this article

Understanding the Nuances of Irrevocable Trusts
NEWS INDUSTRY NEWS NOV 01, 2018
Understanding the Nuances of Irrevocable Trusts

In estate planning, are irrevocable trusts a good option?

How to pay for long-term care? Several funding options exist
RETIREMENT RETIREMENT PLANNING OCT 09, 2017
How to pay for long-term care? Several funding options exist

There are alternative ways to fund long-term care if you need it, even if you’re not a millionaire 

Tibble v. Edison 401(k) fee-case decision offers 3 lessons
RETIREMENT RETIREMENT PLANNING AUG 22, 2017
Tibble v. Edison 401(k) fee-case decision offers 3 lessons

The landmark ruling in Tibble v. Edison offers lessons and insights into the duties of 401(k) plan fiduciaries. Read on to find out more

Avoid these common RMD mistakes
RETIREMENT RETIREMENT PLANNING APR 24, 2017
Avoid these common RMD mistakes

Forgetting to take the minimum required distribution is one of several RMD mistakes any client can make. Here’s how financial advisors can help

How to optimize Medicare for those who have served in the military
RETIREMENT RETIREMENT PLANNING JUN 09, 2016
How to optimize Medicare for those who have served in the military

How can active-duty, veteran, or retired military servicemen get the most from their healthcare benefits? Find out in this article.

The perils of investment crowdfunding
INVESTING ALTERNATIVES MAY 03, 2016
The perils of investment crowdfunding

While investment crowdfunding is a trendy way to raise funds for companies, advisers should inform clients of the caveats

7 reasons why financial stewardship is more valuable than a fiduciary standard
NEWS OPINION JUL 15, 2015
7 reasons why financial stewardship is more valuable than a fiduciary standard

Could financial stewardship be used as a higher professional standard of care by advisers?