Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
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Inherited an IRA? Don't Fall Into the 10-Year Tax Trap
Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff penalties. That calls for an action plan.
By Mike Palmer, CFP
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Why a Healthy Marriage May Matter More Than Money in Retirement
In retirement, health is as important as finance. And research shows people in supportive marriages have fewer issues with weight, metabolism and self-control.
By Richard P. Himmer, PhD
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How Money Guilt Holds Women Back (and How to Send It Packing)
Women shouldn't let guilt limit the way they manage their hard-earned wealth. It's time to separate emotion from financial decision-making.
By Marcia Dawood
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Sports Betting vs ETF Investing: A Lesson in Expected Returns
The difference between sports betting and investing: One requires patience and diligence and has a positive long-term return, and the other is a zero-sum game.
By Wes Crill
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How to Position Investments to Minimize Taxes for Your Heirs
To minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs.
By Christopher Budd
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Are You 'Too Old' to Benefit From an Annuity?
Probably not, even if you're in your 70s or 80s, but it depends on your circumstances and the kind of annuity you're considering.
By Ken Nuss
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Seeing Retirement Ahead? Why Your 50s Will Be So Significant
This is the perfect time to assess whether your retirement planning is on track and determine what steps you need to take if it's not.
By Kristy Eller
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Your Retirement Isn't Set in Stone, But It Can Be a Work of Art
Setting and forgetting your retirement plan will make it hard to cope with life's challenges. Instead, consider redrawing and refining your plan as you go.
By Bonnie Treichel
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The Bear Market Protocol: 3 Strategies to Consider in a Down Market
The Bear Market Protocol: 3 Strategies for a Down Market From buying the dip to strategic Roth conversions, there are several ways to use a bear market to your advantage — once you get over the fear factor.
By Mike Decker, NSSA®
The Bear Market Protocol: 3 Strategies for a Down Market
