Guides, strategies, and analysis for retirement planning professionals
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 in the...
Free live workshop April 28, 2026. Russ Thornton shares how he uses Income Lab and Move Health to build retirement...
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...
Advisor Summary: A retirement paycheck is a specific monthly dollar amount your client can spend, backed by a documented plan...
Advisor Summary: Retirement cash flow planning maps every dollar of income and expense across the full retirement timeline, showing clients...
Advisor Summary: The best Roth conversion software for financial advisors in 2026 depends on practice type. For retirement distribution specialists,...
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