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Explore a variety of topics including Social Security, reverse mortgages, tax strategies, and annuities.
Featured Topics:
Annuities
Best Practices
Long-Term Care
Retirement Income Strategies
Research
Reverse Mortgages
Social Security
Tax Strategies
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Behavioral Finance
Bucket Strategies
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Ethics
Executive Compensation
Federal Civilian and Military Benefits
Flooring Strategy
Health Care
Home Equity
Housing
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Life Insurance
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Longevity Risk
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Retirement Assumptions
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Retirement Decisions
Retirement Income
Retirement Living
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Retirement Risks
Retirement Spending
Retirement Statistics
Risk Tolerance
Role of the Professional
Satisfaction in Retirement
Saving for Retirement
Social Security Claiming Strategies
Software and Tools
Sustainable Withdrawal Rates
Systematic Withdrawal Strategies
Tax Treatment of Distributions
Taxation
Time Segmentation
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Adam Walk
Alan Peters
Allen McLellan
Amy Florian
Anna Rappaport
April Caudill
Arthur Tacchino
Barbara Stucki
Ben Baldwin
Brent Burns
Bruce Schobel
Bruce Steiner
Bud Schiff
Carolyn McClanahan
Chris Morton
Colin Slabach
Colleen Jaconetti
Craig Lemoine
Curtis Cloke
Dan Hultquist
David Blanchett
David Freitag
David Littell
David Nanigian
Debra Newman
Denny Axman
Don Graves
Donald Graves
Edward Graves
Ellen Rogin
Ernie Guerriero
Garth Bernard
Harry Moody
Jack VanDerhei
James Ivers III
Jamie Hopkins
Jamie Mendelsohn
Jason L. Smith
Jason Mendelsohn
Jason Sanger
Jeff Harris
Jeff Levine
Jerry Borrowman
Jim Christian
Joe Jordan
John Ameriks
John Cermak
John Migliaccio
Jon Mendelsohn
Jonathan Guyton
Josh Weiner
Julie Ragatz
Katy Votava
Kenn Tacchino
Kerry Pechter
Kishon Pinckney
Lawrence B. Raymond
Lynn Nolan
Manish Malhotra
Marguerita Cheng
Mark Warshawsky
Mary Beth Franklin
Mathew Greenwald
Michael Drew
Michael Finke
Michael Kitces
Mike McGlothlin
Moshe Milevsky
Paul Henry
Peter Stahl
Philip Lubinski
Philip Pirio
Rebekah Barsch
Robert Klein
Roger Ibbotson
Ronald Duska
Ross Goldstein
Sandra Timmermann
Shane McCann
Shelley Giordano
Sherman Hanna
Sheryl O’Connor
Somnath Basu
Sophia Duffy
Stephen Huxley
Stephen Parrish
Stephen Rosen
Stephen Tarr
Steve Parrish
Steven Sass
Ted Kurlowicz
Tom Hegna
Wade Pfau
Walt Woerheide
William Borton
William Meyer
William Reichenstein
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January 12, 2017
Featured
04:35
Building a Retirement Income Practice
Participants:
David Littell
,
Tom Hegna
January 12, 2017
08:02
Impact of Guaranteed Income on Retirement Happiness
Participants:
David Littell
,
Tom Hegna
January 12, 2017
02:49
Addressing Advisor’s Objections to Annuities
Participants:
David Littell
,
Tom Hegna
January 12, 2017
07:20
Addressing Consumer’s Objections to Annuities
Participants:
David Littell
,
Tom Hegna
January 9, 2017
05:53
Why Should Advisors Focus on Retirement Income Planning?
Participants:
David Littell
,
Jamie Hopkins
,
Michael Kitces
January 9, 2017
08:28
Social Security Claiming Strategies for Working Couples
Participants:
David Littell
,
Jamie Hopkins
,
Michael Kitces
January 9, 2017
05:14
The Impact of Spousal Benefits on Social Security Claiming Decisions f...
Participants:
David Littell
,
Jamie Hopkins
,
Michael Kitces
January 9, 2017
06:59
Breakeven Analysis for a Single Social Security Recipient
Participants:
David Littell
,
Jamie Hopkins
,
Michael Kitces
January 9, 2017
04:50
The Case for Decreasing Equity Glide Path Through Retirement
Participants:
David Littell
,
David Blanchett
January 9, 2017
07:09
The Case for Making Dynamic Withdrawal and Annuitization Decisions Thr...
Participants:
David Littell
,
David Blanchett
December 22, 2016
Featured Playlist
Playlist: The Complexity of Long-Term Care Planning
Participants:
Jamie Hopkins
,
Sandra Timmermann
September 29, 2016
10:54
Understanding Elder Financial Abuse
Participants:
David Littell
,
Sandra Timmermann
,
John Migliaccio
September 29, 2016
12:57
How Older Adults Financially Support their Families
Participants:
David Littell
,
Sandra Timmermann
,
John Migliaccio
September 29, 2016
12:12
How Financial Professionals Can Address Elder Financial Abuse
Participants:
David Littell
,
Sandra Timmermann
,
John Migliaccio
September 29, 2016
09:04
Government Programs Addressing Elder Financial Abuse
Participants:
David Littell
,
Sandra Timmermann
,
John Migliaccio
September 29, 2016
07:26
How Individuals and their Families Can Protect Themselves from Elder F...
Participants:
David Littell
,
Sandra Timmermann
,
John Migliaccio
September 29, 2016
11:50
Trends and Issues with Aging in Place
Participants:
David Littell
,
Sandra Timmermann
,
John Migliaccio
September 29, 2016
12:31
New Models for Providing Home Care
Participants:
David Littell
,
Sandra Timmermann
,
John Migliaccio
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