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Weekend Reading For Financial Planners (March 29–30)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

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Facts About the 72t Early Distribution

Getting Your Financial Ducks In A Row

In case you don’t know what a 72t distribution is, this is shorthand for the Internal Revenue Code Section 72 part t (or IRC §72(t) for short), and the most popular provision of this code section is known as a Series of Substantially Equal Periodic Payments – SOSEPP is the acronym. Enough about the code section already.

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6 Signs It’s Time to Ditch DIY Retirement Planning

Carson Wealth

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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Implementing Retirement Income Guardrails To Facilitate (The Right) Spending Raises And Spending Cuts

Nerd's Eye View

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes.

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Weekend Reading For Financial Planners (Dec 24-25)

Nerd's Eye View

”, a series of measures that will have significant impacts on the world of retirement planning. Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”,

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Weekend Reading For Financial Planners (Jan 14-15)

Nerd's Eye View

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. Why relying on Treasury Inflation-Protected Securities (TIPS) to support the bulk of retirement income needs could be risky.

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The Latest In Financial #AdvisorTech (January 2024)

Nerd's Eye View

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)