Retirement Report

Jun 10, 2026

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ThinkAdvisor

Retirement Report

Expert Opinion

RMD Rules After Divorce Might Surprise Your Clients

By Robert Bloink and William H. Byrnes

Using a qualified domestic relations order to divide retirement assets doesn't always create a clean break.

Could Retirement Planning Be the Next AI Frontier for Advisors?

By Rob Burgess

While AI-enabled planning tools are hitting the market, there's still far to go, advisors say.

Analysis

4 Ways Advisors Help Clients Manage RMDs

By Roger Wohlner

Advisors shared real-life examples of how they helped clients minimize these distributions — and lighten the tax hit.

New Bills Boost Caregivers' Retirement Savings Options

By Melanie Waddell

The acts would allow Roth IRA contributions without earned income and add five years to catch-ups.

Expert Opinion

Private Markets Belong in 401(k)s

By Edmund F. Murphy III

The defined contribution retirement system should reflect how modern capital markets actually function.

Wyden Bill Would Wreck Existing Private Placement Life and Annuity Arrangements

By Allison Bell

Holders would have 180 days to replace the arrangements or liquidate them.

Resources

Supply, Demand, and the U.S. Multifamily Housing Shortage

Sponsored by: Grubb Properties

The U.S. multifamily market is at a critical inflection point. As new supply dwindles and demand remains strong, discover the key trends shaping investment strategy and performance in 2026 and beyond.

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WEBCAST DATE: June 16, 2026

NextGen Client Engagement: Planning Strategies to Capture Millennials and Gen Z

eMoney

Are you prepared to meet the next generation where they are? This webcast provides a clear roadmap for transforming your practice to thrive in the era of the Great Wealth Transfer.

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