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  Retirement Planning

  Natalie Choate: Effectively Taking Early IRA Distributions Without Penalty

  Natalie Choate simplifies the decision making that come with SOSEPPs.

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  Advisor Insights

  No Such Thing as a Typical Investor

  The growth of investing means stereotypes about who an investor is need to be discarded.

• Fiduciary Focus

  The SEC Should Try Enforcing the Investment Advisers Act of 1940

  The Securities and Exchange Commission favors the interests of broker/dealers over those of investors, says Scott Simon. Here's how.

• Practice Builder

  Changes to the Kiddie Tax May Benefit High-Income Parents

  The new rules are attractive for many families who plan accordingly.

Advisor Insights

• How Advisors Can Reach Out on Sustainable Investing
• Feeding a Need to Help
• Holding Bonds Under the New Tax Law
• Easing the Retirement Crisis
• Mind the Gap 2018
• Aligning Interests
• Remember Risk?

ETFs

• One of the Most Useful ETF Data Points You May Never Have Heard Of
• Some Bonds Are Better Diversifiers Than Others
• A Contrarian Small-Cap ETF

Funds

• Are Falling Fund Fees Too Much of a Good Thing?
• Good Funds Hiding in Plain Sight
• A Solid Choice for Conservative Equity Exposure

Fiduciary Focus

• An SEC Commissioner's Misfires
• An Improvement on Regulation Best Interest
• The Case for Dollar-Cost Averaging
• About That Best Interest Rule
• How Financial Advice Should Work

Practice Builder

• Why You Need Client Technology Ratings
• The Four Behavioral Investor Types
• Why That Savings Bond Interest May Not Be Excludable After All
• Managing Online Advisor Reviews
• Why You Need To Understand Behavioral Investor Types
• The Benefits of Incorporating Password Management Into Financial Planning
• Online Meeting Scheduling Software: A Win for Clients and Advisors

Retirement Planning

• Natalie Choate: Managing a Year-of-Death RMD in an Inherited IRA
• Natalie Choate: Thorny Issues When Leaving IRA to Trust for Young Children
• Natalie Choate: How to Deal with Improper Roth Contributions
• Natalie Choate: 3 Misleading IRS Forms
• Natalie Choate: How an Expert Botched Her Own RMD

Article Library

• Advisor Insights