Is California a low-tax state for Retirees? Looking beyond top marginal state tax rates.

Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more useful when forming longer-term retirement spending plans. In this webinar, we examine three representative economic indicators related to...

Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors and clients to create, edit, and explore their entire plan in one place, on one screen, at any level of detail. Life Hub offers a new way for advisors...

Every retirement income plan carries some level of risk - that is, some chance that a downward adjustment will be needed in the future. But it can be difficult for advisors to efficiently evaluate a range of plans and to help clients choose one that meets their needs...