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Retirement Report

Apr 15, 2021


Want to Delay Social Security? Buy an Annuity First

By Jane Wollman Rusoff

Ex-Social Security official Jason Fichtner gives ThinkAdvisor a suggestion for retirees who want to maximize benefits. Read More


What to Know About Solo 401(k)s

By C.J. Marwitz

Financial advisors can educate workers in the growing gig economy about solutions for retirement saving. Read More

Sponsored By ALM Partners

The Future Leader: 9 Skills and Mindsets to Succeed in the Next Decade

The majority of the world's top business leaders believe that while some core aspects of leadership will remain the same, leaders of the future will need a new arsenal of skills and mindsets to succeed. Read More

Expert Opinion

4 Biden Tax Proposals That Could Shake Clients' Retirement, Estate Plans

By Joe Elsasser

Take advantage of historically low tax rates to prep clients for future changes to income, estate and payroll taxes. Read More


Biden Hopes to Increase Respite Care Funding

By Allison Bell

His early budget request for 2022 also includes more money for fighting HIV and opioid abuse. Read More

Career Moves

Ed Slott, American College Launch IRA Planning Course for Advisors

By Jeff Berman

The CE-eligible, self-study program covers planning under the SECURE and CARES acts. Read More


What the 60/40 Portfolio Debate Is Missing

By John Ruth

The conversations, and particularly the solutions being suggested, are headed in entirely the wrong direction. Read More

Sponsored By ALM Partners

How To Double Your Productivity

There are plenty of productivity tricks out there, but this cheat sheet compiles the top time saving tips as well as the top time robbers.  Read More


Pro Bono Financial Planning Surged in 2020, Group Says

By Jeff Berman

Grantees and partners provided 27% more one-on-one advice sessions than in 2019, the foundation said. Read More


Bill Would Boost Social Security for Some Public Workers

By Melanie Waddell

The bill would establish a "new, fairer" Windfall Elimination Provision formula, Rep. Neal says. Read More


What are SPACs? Just the facts

Sponsored by: John Hancock Investment Management

Many view SPACs as the new craze, but investors need to know what they’re getting into. Learn More

Your Breakaway Playbook: Navigating Today's Challenges on the Road to Independence

Sponsored by: Orion Advisor Technology

As a breakaway advisor, choosing a tech partner is a critical part of your new firm’s success. Here’s what to look for. Learn More

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