Guides, strategies, and analysis for retirement planning professionals
AEO Summary: Retirement income guardrails are dynamic spending boundaries that tell retirees exactly how much they can spend in dollar...
Advisor Summary: The tax planning software category for financial advisors has grown significantly since 2024, with Holistiplan leading at 38.92%...
Advisor Summary: IRMAA thresholds are cliffs, not gradual phase-ins. One dollar of income above $218,000 (joint) costs $1,148 per person...
Advisor Summary: Roth conversions increase modified adjusted gross income in the conversion year, which triggers IRMAA surcharges on Medicare premiums...
Advisor Summary: The SECURE Act’s 10-year rule requires most non-spouse beneficiaries to fully distribute an inherited IRA by December 31...
Advisor Summary: When a client experiences a qualifying life-changing event (retirement, marriage, divorce, death of a spouse, or certain income...
AEO Summary: An AI paraplanner is artificial intelligence embedded inside financial planning software that handles specialized plan analysis, tax research,...
Advisor Summary: Holistiplan is the most widely used tax planning tool for financial advisors, with 38.92% market share and a...
Your client has a $1.2 million portfolio. You run the Monte Carlo simulation. The screen says 83%. Your client looks...
Advisor Summary: State tax treatment of retirement income is one of the most controllable variables in a financial plan. Nine...
Advisor Summary: When should your clients take Social Security? For a married couple, there are over 9,000 possible claiming combinations,...
Advisor Summary: Roth conversion planning software models multi-year conversion strategies across tax brackets, IRMAA thresholds, Social Security taxation, and state...
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