Adviser links: the RMD mentality
Tadas Viskanta
Abnormal Returns
8 months ago
2 MIN READ
Podcasts
- Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. (kitces.com)
- Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. (youtube.com)
- Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors. (capitalallocators.com)
- Frazer Rice talks with Brian C. Adams, Principal at Mack International, about the challenges famly offices face in hiring. (frazerrice.com)
The biz
- Savvy Wealth just raised a new round of capital. (investmentnews.com)
- MAGA stalwart, Strive, wants to get into the RIA rollup business. (riabiz.com)
The SEC
- Onsite SEC examinations are ramping up. (thinkadvisor.com)
- How newly-registered advisers should prepare for their first SEC examination. (kitces.com)
Taxes
- Following the RMD rules for inherited IRAs may not be optimal. (investmentnews.com)
- On the importance of tax planning in the first few years of retirement. (barrons.com)
- When should you move from a diversified ETF portfolio to direct indexing? (alphaarchitect.com)
Charitable giving
- A (big) primer on charitable giving. (blairbellecurve.com)
- How the TCJA affected charitable giving. (nber.org)
Advisers
- Stellar client care requires the right metrics. (kitces.com)
- Why annuity buyers like a money-back guarantee. (papers.ssrn.com)
- Four steps to create a digital estate plan. (thinkadvisor.com)
- Why participation in employer-sponsored retirement plans is so important. (morningstar.com)
- Wealth matters when we activate it. (forbes.com)
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