To avoid the unwanted impacts of required minimum distributions, people should consider converting their IRA to a Roth IRA.
Bob Powell sat down with Jon Gassman, the Founder of The Gassman Financial Group, to talk year-end tax planning because, yes, it is that time of year.
As more financial advisors adopt the use of artificial intelligence, the technology will help them avoid spending their time answering mundane questions and focus more on financial planning.
Under the Tax Cuts and Jobs Act (TCJA), alimony payments would not be deductible. The provision would eliminate what is effectively a 'divorce subsidy' under current law.
A new study shows that investment advisers risk losing the trust of clients, primarily due to lack of transparency.
The 2018 Social Security "raise" is 2%, but Robert Powell explains why millions will see little or no increase in their benefit checks.
No doubt about it, the retirement savings game is a marathon, not a sprint. When you lose steam with your portfolio assets, take these turbo-steps.
Big surprises await American workers hitting retirement age, but in a financial sense, taxes may be one of the biggest changes of all.
More and more investment advisors are shedding the client fee model and instead, are charging clients on a subscription basis. Here's how it's going.
Financial advisers who think clients are keenly aware of college 529 savings plans should think again.
Financial services firms, looking to reduce data breaches and the ensuing loss of customer data, are turning their backs on the traditional account password and turning to biometrics.
While the majority of financial advisors manage their own stock and retirement portfolios, others seek the guidance of investment managers to buy and sell assets such as commodities or options.
While nothing can save you from IRA distributions and their tax implications entirely, there are some ways to soften the blow a bit.
Early retirement is still possible, but U.S. workers aren't doing one thing enough.
Evidently, there's less of a 'second chance' for female advisors fired for misconduct - even though male advisors usually get one, a new study claims.
High net worth individuals often gravitate toward having more than one financial advisor to manage their portfolios in an attempt to diversify investment strategies and minimize their risk level.
A fund that buys back shares from investors is raising eyebrows on Wall Street -- but it has a few hard and fast rules shareholders must abide.
A new study shows most Americans don't have a will in place, and only 29% even discuss a will. And that's a problem.
Fresh data show investment advisors don't make the cut when it comes to being portfolio managers.
Should investment advisors cede control of client goals to clients? Some experts think so.
If you fear a market correction on the way, fixed index annuities may be worth a look for your clients - especially older ones. Just make sure to tread cautiously.
Attempts to time the market by retail investors occur too frequently, despite repeated warnings by financial advisors to refrain from following the strategy.
Portfolio balancing usually yields good results, but only if advisors do it correctly - and with plenty of moving parts involved, that's no easy task.
Change is coming in the financial advisory sector, so much so, industry insiders say advisors had better brace themselves.
One provocative Wall Street company report claims portfolio returns using robo-advisory services differ significantly. But is it too early to tell?
Some money managers are sounding the alarm on risk profile questionnaires, saying there are better ways to manage client investment risk.
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