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Practice Management

  1. IRA Annuities: Beware of Death Benefit Taxation

    When an immediate annuity is purchased inside an IRA, the IRA becomes subject to an entirely different set of RMD rules.

  2. How to Reduce Your Key-Person Risk

    Be prepared for inevitable change down the road by building flexibility and depth into your organization today.

  3. Safe Harbors and Exclusions in the DOL's Fiduciary Rule

    Some guidelines for determining when a communication qualifies as investment advice. 

  4. Love of Teaching

    Teri Alexander uses techniques she learned as a teacher to help clients.

  5. The Financial Plan Is Dead

    Long live financial planning.

  6. Key Policy Areas to Watch in 2017

    Fiduciary rule, Dodd-Frank are in Republicans’ sights.

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