Updated Thursday, October 2, 2014 as of 2:26 AM ET
by: Michael Kitces
September 29, 2014
The rush to shift money to Roth IRAs may be built on bad assumptions. Keep your clients from making a mistake.
Despite years of the industry extolling the virtues of global investing, mass-affluent clients...  more »
Mass-affluent investors are a confused group, so advisors need to set clear expectations about...  more »
The Social Security mistake even its reps are making; calculating required distributions from...  more »
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