Tuesday, February 24, 2015
2014 brought about significant changes to the retirement planning landscape for advisors and clients alike, so that we’ve now ushered in a year that will be full of new planning opportunities—and pitfalls. Whether your client is concerned with maximizing tax-preferred account options, planning for increased longevity or using their retirement accounts as estate planning vehicles, the rules have changed for 2015.
Here are some of the top retirement planning trends that your clients need to be aware of in order to maximize their retirement account values in 2015 and beyond. ...
read the full article by Byrnes & Bloink at National Underwriter's ThinkAdvisor