Advice

IRAs, Death And Taxes Wins A 4.7-Star Rating

Category: Advice
Written by Advisor Dashboard
Need a refresher class on advanced IRA planning techniques? Bob Keebler nails it in this class this 4.7-star rated session. While the title of the session title is “IRAs and Roth IRA After A Client Dies,” Keebler goes through the labyrinthine rules covering IRA inheritance and second marriages, kids with special needs, and other real-life situations complicating the implications of an IRA owner’s death.   Keebler received an average rating of 4.7 stars on the...
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Israelsen's New Way To Visualize The Risk Of Outliving A Portfolio Gets 4.9 Stars

Category: Advice
Written by Advisor Dashboard
Dr. Craig Israelsen says something unusual happened at his webinar yesterday. Israelsen had just shown a new data visualization technique for illustrating a retiree’s risk of running out of money at an A4A webinar. While the 4.9-star rating Israelsen received from attendees was unusual — fewer than 5% of A4A webinars receive a 4.9 score and no webinar has ever received five stars — what was unusual was the feedback from attendees.   “Any way to use the...
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6% Method: An Alternative To The 4% Rule

Category: Advice
Written by Advisor Dashboard
David M. Zolt, CFP®, EA, ASA, MAAA, spent 25 years as an actuary consulting to many of the world’s largest qualifed retirement plans, and he is the devleoper of a retirement income planning tool praised by many professionals. Zolt, in this post, offers an alternative to the "4% Rule" applied by many retirement income planners. He calls it the "6% Method" and it allows retirees to initially spend 50% more than the 4% Rule with essentially the same probability of...
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Some Nonprofits Mismanage Their Life Insurance Assets

Category: Advice
Written by Advisor Dashboard
When you give a life insurance policy to a nonprofit organization, what do they do with it?  
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The Life Insurance Industry Has Its Own Volkswagen Scandal

Category: Advice
Written by Advisor Dashboard
How do you feel when you pay for something that you don’t receive?  
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More Articles ...

  1. 2015 Year-End Tax Planning For Investment Advisors
  2. How Prudential Invites You To Be A Fool
  3. Keebler Retirement Income Planning Webinar Receives 4.8-Stars
  4. Keebler On Retirement Income Planning Gets 4.8 Stars

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