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401K Contribution Limits for 2019

Barbara Whelehan, Bankrate
Mar 05, 2019

Professor of Taxation, David Littell, met with Bankrate to discuss contribution limits for 401(k) plans and IRAs. This article was originally published in Bankrate.

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How To Build a Successful Financial Planning Practice

Mar 04, 2019

When starting a new business venture, there is always a huge financial risk. Independent advisors take on the burden of overhead, technology infrastructure, liability and staffing.

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10 Rules of Survival When Working With a Team and Planning a Client's Legacy

Feb 28, 2019

In order to guide clients and help them reach their philanthropic goals, you need to understand the inner-workings of the planning process. Below are 10 rules for survival you need to know before you begin working with philanthropic clients.

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2019 Roth IRA limits: Everything You Need to Know

Barbara Whelehan, Bankrate
Feb 22, 2019

Assistant Professor of Taxation, David Littell met with Bankrate to discuss Roth IRAs and more. This article was originally published in Bankrate.

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Repaying The HECM Loan Balance And Tax Issues

Forbes
Feb 13, 2019

This article was originally published by Professor Wade Pfau in Forbes.

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The Importance of End-of-Life Planning

Feb 13, 2019

For advisors who provide insurance and risk management to individuals and families, a growing area of interest is end-of-life planning. This topic has garnered public attention due to changes in medical technology and health care management.

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Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Feb 04, 2019

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the expense of overall assets under management (AUM).

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4% Rule Update

Wes Moss, InvestmentNews
Feb 04, 2019

Those of us who have been in the financial advisory business for years can sometimes take established rules of thumb for granted – so much so that the nuances of such guidelines may get lost.

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Recreating a Defined Benefit Plan

Advisor Perspective
Feb 04, 2019

This article was originally published in Advisor Perspectives.

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How Grandparents Can Help Pay for College

The Wall Street Journal
Jan 31, 2019

Assistant Professor Ross Riskin met with The Wall Street Journal to discuss 529 plans and how grandparents can help pay for college. This article was originally posted in The Wall Street Journal.

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