Jun 22, 2024 View in Browser

ALM | ThinkAdvisor

Retirement Report

Click to view Newsletters Links
 

Analysis

The 'Tiresome' Persistence of the 4% Rule

By John Manganaro

There's so much more to income planning, professor Moshe Milevsky says. But the guildeline sticks around for a reason.

READ MORE

 

Q&A

Kitces: Salespeople Should Have Gotten a Break in DOL Fiduciary Rule

By Melanie Waddell

"You can't regulate them out of existence," but they shouldn't be giving advice, the XYPN co-founder says.

READ MORE

 
 

Analysis

Ed Slott: Time for Some Clients to Ditch Traditional IRAs

By John Manganaro

Low tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.

READ MORE

 

Analysis

5 Questions: Vanguard's New Report on Annuities in Retirement Plans

By Allison Bell

Adding an income option to a target-date fund sounds great, but will it work?

READ MORE

 
 

News

How Advisors Can Help Women Adjust to Widowhood

By Michael S. Fischer

Debt is a major financial challenge facing widowed women, a Thrivent survey found.

READ MORE

 

News

Social Security COLA Estimate for 2025 Drops to 3%

By John Manganaro

The new COLA projection is based on the latest CPI data, which showed inflation cooled in May.

READ MORE

 

Resources

Charting Your Own Course: Discover Five Business Models for the Modern RIA

Sponsored by: Schwab Advisor Services

If you’re ready for more growth, freedom & control in your career, explore five paths to the independent RIA model. Download Schwab’s guide to find your fit. TRG (0624-5ZJV)

LEARN MORE

ON DEMAND

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

LEARN MORE

Connect With ThinkAdvisor

About Us | Privacy Policy
Copyright © 2024 ALM Global, LLC.
All Rights Reserved.
ALM Global, LLC
150 E 42nd St | New York, NY 10017 | 1-877-256-2472
Learn more about RevenueStripe...