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Registered Rep. March 1, 2005 Kevin McKinley	In Praise of Work Four out of five baby boomers plan on working after they retire from their "real" jobs. Here's how you can help them realize the tax, Social Security and financial benefits of their labor, while avoiding the pitfalls.
Financial Advisor June 2006 Marla Brill	When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best.
Financial Advisor October 2005 Gregory Bresiger	Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio.
Registered Rep. June 1, 2005 Kevin McKinley	Social Stupidity Here are some common mistakes retirees make with their monthly checks, along with methods financial advisors can use to protect them.
Registered Rep. October 1, 2006 Kevin McKinley	Waiting Is the Smartest Part For clients with longer life expectancies and multiple sources of retirement income, delaying Social Security payments can provide a gain far greater than the pain of postponement. Here are three reasons why waiting can be worthwhile.
Registered Rep. February 24, 2015 John Kador	Love and Marriage To better advise married couples, advisors should be informed.
Financial Planning September 1, 2008 Henry K. Hebeler	Retire Rich If you consider retirement security a measure of wealth, the richest among us may be government workers.
Financial Planning July 1, 2009 Gail Buckner	An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security.
The Motley Fool September 9, 2008 Dan Caplinger	Pick the Right Time to Retire Taking early Social Security is often a smart move.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
Registered Rep. November 8, 2013 Mark Miller	Planning For Non-Retirement Here's a checklist of key retirement planning items advisors should keep in mind for their non-retired, older clients.
On Wall Street April 1, 2011 J. Graydon Coghlan	Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age.
Financial Planning February 1, 2011 Donna Mitchell	Investing for Retirement A roundtable discussion with six industry experts gleans some of the best ideas on how to help clients maximize opportunities during their peak working years and lay sound plans for the next phase.
Financial Planning March 1, 2011 Ed Slott	Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011.
Financial Planning June 1, 2007 Ilana Polyak	The Greatest Benefit Timing when clients claim Social Security can add flexibility and power to a retirement income plan.
The Motley Fool January 19, 2010	5 Reasons Your Taxes Might Change When it comes to taxes, there's always more to learn. Let us help.
The Motley Fool March 10, 2010 Dan Caplinger	This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
Financial Planning July 1, 2010 George Strickland	TIPS and Ladders Investors are worried about inflation rising. One way to measure their level of anxiety is to look at the break-even rate between Treasury Inflation-Protected Securities (TIPS) and fixed-rate Treasury notes.
The Motley Fool May 26, 2010 Dan Caplinger	Get the Most From Social Security The right decision is harder than you think.
Financial Advisor May 2012 Joel P. Bruckenstein	Optimizing Social Security When is the best time to start taking benefits? New software helps answer that question.
Financial Planning May 1, 2010 Donald Jay Korn	Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time.
On Wall Street June 1, 2011 Racusin & Stiefel	Budget Proposal Presents Opportunities, Speed Bumps In light of the limited duration of the new tax laws and the president's proposals, advisors should work with clients to take advantage of these opportunities soon.
Financial Advisor October 2007 William Glasgall	The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.
Financial Planning March 1, 2006 Joel P. Bruckenstein	Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well.
The Motley Fool September 20, 2006 Dan Caplinger	Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move.
Financial Planning February 1, 2010 Ilana Polyak	You Should Live So Long Offered only since 2005, longevity insurance can protect against living a very, very long time by providing income at the tail end of retirement.
Financial Planning October 1, 2005 Donald Jay Korn	Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes.
Financial Planning January 1, 2012 Charles Farrell	Retirement by Design Helping investors live off their wealth is a very different business from helping them build wealth. But managing retirement income is something every advisor needs to learn how to do -- and soon.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc.
Financial Advisor August 2008 Jef Schlegel	The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
Financial Planning May 1, 2011 Donald Jay Korn	Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009.
The Motley Fool October 12, 2006 Dan Caplinger	Is Social Security a Rip-Off?: Part 2 To evaluate whether Social Security is a good deal for workers, it's helpful to compare it against an alternative. Here's how.
Financial Advisor November 2009 Eric L. Reiner	You Make The Call The decision to switch clients to Roth is anything but clear.
The Motley Fool October 26, 2010 Selena Maranjian	Keep Uncle Sam's Hand out of Your Wallet A little strategy can save you thousands of dollars in taxes.
The Motley Fool July 22, 2004 Robert Brokamp	The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more.
Financial Advisor April 2007 Eric Rasmussen	Switching From Offense To Defense Financial planners look at the critical zone in the five years before and after retirement.
The Motley Fool August 25, 2010 Dan Caplinger	3 New Rules for a Richer Retirement The same old strategies won't work anymore.
Registered Rep. September 25, 2015 Mark Miller	Income Growth and Lifestyle Creep How much will your working clients' income grow during the course of their careers, and how much of that growth can you safely bake into their financial plans?
The Motley Fool January 20, 2005 Robert Brokamp	Get an Instant 80% Return! Can't save enough for retirement? Maybe an immediate jolt to your net worth will help.
The Motley Fool July 6, 2004 Gardner & Gardner	Retirement Tips From a Pro Retirement pros chat about planning for the rest of your life.
Financial Planning May 1, 2007 Bob Veres	Taking on Retirement The latest thinking on how to serve clients in their retirement years ranges from customized distribution formulas to post-retirement career planning.
Financial Planning April 1, 2005 Donald Jay Korn	The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers.
Registered Rep. July 12, 2011 Mark Miller	About the Future of Those Social Security Benefits Although most agree Social Security benefits will be paid as projected for today's seniors and most boomers approaching retirement, many discount the projections for younger workers.
The Motley Fool October 15, 2008 Robert Brokamp	Your Retirement Is Now a Lot More Complicated But if the past 15 years have taught us anything, that can be a good thing.
Financial Planning September 1, 2007 Jim Grote	What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
Registered Rep. September 18, 2012 Mark Miller	Advisors, plan sponsors falling short on Social Security advice Most Americans need help when it comes to understanding how to get the most out of their Social Security benefits. But a new study shows that financial advisors aren't very knowledgeable about the ins and outs of the program, either.