Advisers Latest

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.

Sales expert John Graham shares five communication and personal development skills that make for a standout producer.

Having met with the President-elect’s pre-transition team, the broker org is ready to promote agent interests in new political landscape, says VP of gov’t affairs Marcy Buckner.

Experts mull treatment of supplemental products, need for more producer education as DOL takes a closer look at benefit plans.

Even if the ACA is repealed, reformed, or replaced; these six issues must still be addressed, says consultant Rob Thurston.

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Uncertainty and general confusion continue, says EmployeeTech’s Michael Weiskirch, who answers common questions on 2016-17 DOL filing.

Health savings accounts do not always fit compatibly with many benefits and as such can cause some employers to make some uncomfortable adjustments, says attorney Christopher A. Beinecke.

Workers’ savings hasn’t been a No. 1 priority for the President-elect, but he has vowed not to cut Social Security.

There are multiple ways to help clients mitigate concerns about being labeled at work, says The Standard’s Jeffery Smith.