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Practice Management

  1. How to Deal with the Independent Client

    Independent-minded clients like to get involved in the investment process but are prone to certain cognitive biases that can torpedo their ability to reach their goals.

  2. Why Have an Annual Investment Review?

    Regularly reviewing the investments you use in client portfolios can be relevant even for advisors with a passive investment philosophy.

  3. How to Get Closure on IRA Mistakes

    Several recent cases reveal that IRA owners are exposed to IRS scrutiny for alleged IRA errors for a lot longer than they might have thought.

  4. Job One: Prevent the Big Mistake

    For most investors, it’s a death sentence.

  5. Lump-Sum or Annuity?

    Almost weekly, the press announces another large corporation deciding to terminate their defined benefit retirement plans. Use this framework to help your clients make the best distribution decisions.

  6. Ins and Outs of Taking Required Minimum Distributions From Multiple Plans

    From a distance, taking required minimum distributions looks easy, but up close it's more complicated.

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