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  Retirement Planning

  Natalie Choate: A Good Tax Idea Backfires

  Rolling your IRA into your 401(k) while still employed may help you temporarily skirt required minimum distributions, but there can be drawbacks.

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  Practice Builder

  A Checklist for Developing a NextGen Offering

  Here are the steps to take provide solutions for the younger generation investor.

• Practice Builder

  Revisiting Target Date Retirement Income Funds

  These useful vehicles consider all of the risks relevant to the stability of an income stream, says contributor Scott Simon.

• Rekenthaler Report

  Another Strike Against Bundled Investment Sales

  These "free" dinners most definitely aren't.

Advisor Insights

• The ESG Revolution
• Sustainability as a Megatrend
• More Talent at the Top
• 10 Questions with Rupal Bhansali
• Great Funds, Low Carbon
• The Fruits of ESG
• How to Fail
• Profiting From Investment Regret
• Making Sense of the Qualified Business Income Deduction
• Long Live Value Investing

ETFs

• A Clever Approach to Diversification
• About Those New Vanguard ESG ETFs
• Raising the Bar for Active Bond Managers

Funds

• The 10 Biggest Funds to Get Upgrades in 2018
• Tuition Inflation Is Real Test for College-Savers
• Another Strike Against Bundled Investment Sales
• Give Performance Fees a Chance

Fiduciary Focus

• The SEC Should Try Enforcing the Investment Advisers Act of 1940
• An SEC Commissioner's Misfires
• An Improvement on Regulation Best Interest
• The Case for Dollar-Cost Averaging

Practice Builder

• New Tools to Better Serve Generation X and Y Clients
• How Advisors Can Help Preservers and Followers Succeed
• Changes to the Kiddie Tax May Benefit High-Income Parents
• Why You Need Client Technology Ratings
• The Four Behavioral Investor Types

Retirement Planning

• Natalie Choate: Effectively Taking Early IRA Distributions Without Penalty
• 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

Article Library

• Advisor Insights