Below you'll find a list of all posts that have been tagged as “Client”
How to Get the Most Out of a Social Security Analysis By Corey Keltner, Practice Development Specialist When you are preparing a retirement plan for a client, you may plug the Social Security information into your planning software and get information as to how Social Security will work within the entire plan. Today I am going to discuss why it …
Life Transitions in Pre-Retirement By Corey Keltner, Practice Development Specialist Let’s discuss how you can help married couples through different life transitions, starting in pre-retirement, with a focus on the Roth conversion as a way to strategically pay taxes now and avoid them later. Keep in mind that Roth distributions* avoid Federal taxes and are not included in the Social …
In the Dec. 5 DOL Digest article What’s Due When, we covered how the transaction disclosure and Best Interest Contract (BIC) language will be delivered to existing retirement accounts at two times through negative consent mailings: before the April 10 applicability date (transitional transaction disclosure) and before the Jan. 1, 2018, final implementation date (permanent transaction disclosure and BIC). One …
