Publications
Publications
Latest Articles
Cracking the Code
Rapid legislative changes are transforming retirement planning. Learn how SECURE, SECURE 2.0, and OBBB impact advisors and clients.
Retirement Milestones and Medicare Mistakes
Retirement timing is rarely fixed. Discover strategies for building sustainable retirement income plans despite uncertain retirement dates.
Technology Excellence
Discover how technology excellence is crucial for financial advisors to thrive in today's competitive landscape, focusing on digital ...
Retirement: Old Problem, New Tools
Read retirement planning insights from industry experts on integrating tax, investment, and estate strategies for a human-centric approach.
Reading, Writing, and Roth for Retirement
SECURE Act 2.0 expands 529 plan flexibility by allowing Roth IRA rollovers. Learn the rules, limits, and planning opportunities for ...
Health Savings Accounts and the Retirement Advisor
Explore how Health Savings Accounts (HSAs) are transforming retirement planning and the emerging opportunities for advisors in the face of ...
Reverse Mortgages in the Retirement-Income Toolkit
Discover the benefits and considerations of incorporating reverse mortgages into retirement planning strategies with insights from Wade D. ...
Opportunities for and Obstacles to a Successful Retirement
Social Security sustainability, proactive retirement planning, and potential benefit reductions in the Investments & Wealth Review.
Rethinking Roth Conversions After the 2025 Tax Bill
Explore the impact of the 2025 Tax Bill on Roth conversions and discover essential planning considerations for retirement and tax advisors.
The Confidence Map
Investor sentiment is driven by confidence, fear, and resilience. Peter Atwater explains how advisors can better understand—and ...
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