The handling of the pandemic provides plenty of examples of how to build (or lose) client trust
Who qualifies to pull money penalty-free from IRAs and company retirement plans under the relief provided by the CARES Act
The plunge in oil prices is expected to eliminate any benefit increase for next year
McCaffree Financial, which unsuccessfully sued Principal Life, recently brought an unrelated case against ADP
Encourage your clients to complete or update their advance directives, including living wills and health care powers of attorney
As experts revise the 4% rule — to 3%, or even lower — advisers should look beyond traditional investments and include all household assets in retirement income plans
Interactive software helps advisers initiate planning discussions with clients
The economic slowdown resulting from COVID-19 will cut into the program’s revenue and boost its expenses
The aging of baby boomers increases the urgency around LTC planning
Only 3.9% of participants took withdrawals and even fewer reallocated assets
Key interest rates set by the IRS for estate planning purposes have never been as low as they are starting this month
Some firms are waiving or reducing fees for clients who have been financially affected by the current crisis
The agency may not complete the legislation until late in the year, while it deals with fallout from COVID-19
The Pension Protection Act allows 1035 exchanges from an existing nonqualified annuity into a long-term care qualified annuity
The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place
Survey shows majority of advisory clients still plan to retire on time
Baby boomers are at a particularly high risk for permanent job loss, and that could affect retirement security
A recent bill proposes tripling 401(k) and IRA limits this year
Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans
Ed Slott discusses whether clients who already took required minimum distributions this year can put that money back in light of the CARES Act
