Updated Tuesday, September 1, 2015 as of 3:54 AM ET
DFA Fund Family: An Alternative to Smart Beta?
Passive investing is all the rage but there’s another fund family that’s quietly but exponentially growing.
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Recent volatility in the stock market shows that people need an "idiot proof" safety blanket such as Social Security to ensure they will be guaranteed an income after they leave the workforce; Plus, 3 moves to make in a crazy market. more »
The decline in the stock market gives clients an opportunity to convert their traditional IRA to a Roth IRA; Plus, Gen X is sleeping through retirement wake-up call. more »
Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement? more »
Robo advisors say they managed the downturn with little pressure from clients. Some in the industry wonder if that was a good thing. more »
The federal government is calling on comments for its proposal to allow Medicare to cover physicians' fees for discussing end-of-life issues with beneficiaries; Plus, how to transfer inherited IRAs. more »
Betterment data scientist Sam Swift asks advisors: "How do you know how much you've helped [clients] with your advice?" more »
Retirees who can no longer afford to settle their debts because of job loss, business failure and other misfortunes may seek a one-time-payment settlement with their creditors; Plus, ways in which retirees can tap their portfolio using various strategies. more »
Taking a required minimum distribution from a retirement account to satisfy the RMD of another account is allowed only if both accounts are traditional noninherited IRAs or noninherited 403(b) plans; Plus, how to decide between a 401(k) and an IRA when saving for retirement. more »
A 1035 Exchange is a good option for clients who wish to replace their old annuity with a new policy that offers a better package; Plus, a three-step plan to getting the retirement income clients need. more »
Dividends that increase consistently over the long-term also have their pay-offs over shorter cycles. more »
Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options. more »
Nearly a dozen Democratic state senators express their concerns over the Obama administration's proposed changes to the fiduciary standard; plus the crazy way Social Security punishes spouses who claim early benefits. more »
Clients can avoid risk by replacing low-yield bonds in their portfolio with high-dividend stocks; plus how and when clients should apply for Social Security and why parent education loans can ruin your clients' retirement. more »
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