Is It Time to Upgrade Your Technology?

Posted by Mike Feola

July 29, 2015 at 1:30 PM

As you know, technology changes rapidly. Today's innovation may be obsolete in a year. Blink your eyes and a cutting-edge smartphone is old news. In an environment like this, it's hard to know when you truly need to upgrade your technology. But new technology can give you a competitive advantage, helping you serve your clients better and run your practice more efficiently.

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Topics: Technology

How Commonwealth Keeps Up with Trends in Financial Advisor Technology

Posted by E.J. Sutherland

July 28, 2015 at 10:00 AM

There are four trends in financial advisor technology that will play a significant role in the years ahead, as our industry looks to catch up with what's happening elsewhere:

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Topics: Technology

Trust Planning and IRAs: Helping Your Clients Safeguard Their Assets

Posted by Rose Watson, JD, MSEL

July 22, 2015 at 1:30 PM

In the Clark v. Rameker decision (2014), the Supreme Court determined that inherited IRAs are not "retirement funds" under federal bankruptcy law. This means that, unlike with retirement accounts, these assets are accessible by potential creditors. It's a situation that may have left many of your clients asking, "What does this mean for my estate planning strategies for my IRAs?"

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Topics: Retirement Consulting

9 Questions on IRA Transfers and Beneficiary Distribution Accounts

Posted by Mike Triana

July 21, 2015 at 10:00 AM

With so many options available to beneficiaries who inherit IRA assets, transferring funds from a deceased individual’s account can complicate an already difficult situation. Understanding the intricacies of the transfer process and the rules involved can help ensure a smooth and less stressful transition for your clients. With this in mind, I’ve compiled nine questions to help you and your clients better understand IRA transfers and beneficiary distribution accounts (IRA-BDAs).

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Topics: Retirement Consulting

6 Questions About 72(t) Plans That Your Clients Should Be Asking

Posted by Sheryll Yee

July 15, 2015 at 1:30 PM

Some of your clients who began saving for retirement early in life can now consider themselves ahead of the game. This is quite an achievement, as setting aside part of your paycheck for your 60s and 70s instead of splurging on an overdue vacation or your dream car can be tough. Perhaps they have realized that the benefits of saving early can often outweigh the sacrifices. Still, some savers may ask themselves, "What if something happens along the way and I need access to the money immediately?"

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Topics: Retirement Consulting

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