The pension maximization strategy can be a viable one for those couples facing a pension benefit decision. We examine a methodology that will allow planners to show clients whether the strategy should be implemented.
Author: Douglas B. Richards, JD, MBA, CLU, ChFC, is senior advanced markets consultant at LPL Financial in Fort Mill, South Carolina.
Financial Planning
This article appeared in the January 2020 Journal of Financial Service Professionals.
Practice Management
Cybersecurity: How to Protect Yourself and Your Business (FSPgo On-Demand Webinar)
Program Description: While the news on cybercrime can seem daunting and the regulations overwhelming, there are affordable techniques to protect your network and steps you can take to reduce the likelihood of your data being compromised that won’t break the bank. In this session we will review information on the recent breaches and apply what [...]
Accounting & Tax Planning
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Financial Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Practice Management
2020 Securities Regulatory Hot Topics Update (FSPgo On-Demand Webinar)
With Regulation Best Interest (BI) going into effect July 1, what will be the impact on how financial advisors service their clients on a daily basis? Layer on top of that the changes to retirement planning created by the SECURE Act as well as the annual lists from FINRA and the SEC of each agency’s [...]
This article appeared in the January 2020 Journal of Financial Service Professionals.
This article appeared in the March 2018 Journal of Financial Service Professionals.
This article appeared in the September 2019 Journal of Financial Service Professionals.
