Live Webinars
Learning Objectives• Compare a transfer, direct rollover, indirect rollover, Roth conversion, and in-plan Roth transaction.• Evaluate whether assets should remain in an employer…
State-sponsored retirement programs—often referred to as auto-IRA programs—are rapidly expanding across the country. And for financial advisors, they represent a meaningful…
More and more clients are enrolling in Medicare—and more and more are being blindsided by significantly higher Medicare premiums. In reality, the culprit is often IRMAA (Income-…
This is a special two hour CE-eligible session, featuring Justin Fitzpatrick, PhD, CFA, CFP, Co-founder of IncomeLab.HOUR 1: Rethinking Retirement Spending Advice“Probability of…
Financial advisors often default to a simple rule of thumb: split retirement savings evenly between traditional and Roth accounts over time. But is that really the optimal…