Michael Kitces

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  Withdrawal

  By Richard Hoe  |  April 18, 2013

  Putting the 4 percent withdrawal rate rule to the test.

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  Advisors, rethink your role in Roth IRA conversions: ING

  By Joyce Hanson  |  March 20, 2013

  Retirement plan advisors can grow their business by showing sponsors how participants can now convert pretax dollars to an after-tax Roth account, says ING's Kaplan.

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  5 to Follow Online

  By Amy McIlwain  |  September 19, 2012

  If you want to be the best online, learn from the best.

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  Whose Death Triggers Which Death Benefit in That Annuity?

  By John L. Olsen, CLU, ChFC, AEP  |  August 29, 2012

  Who is that someone? And which death benefit will be paid? The answer to both questions is “it depends on the type of contract.”

• Getting to Retirement with Minimal Financial Risk (New York Times)

  By Staff Writer  |  May 22, 2012

  Letting retirement savings ride the market is a manageable risk, but steps can be taken to make it a little less risky.

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  Who will be the next Glenn Neasham?

  By Elizabeth Festa  |  May 2, 2012

  Lake County, California, is said to be known for a few things besides having the state’s largest freshwater contained lake—pear production, bird watching, wineries, recent meth lab busts and Glenn Neasham, the convicted insurance agent who thought, he claims, he was selling a good product to a competent senior.

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  Who Will Be the Next Glenn Neasham?

  By Elizabeth D. Festa  |  April 20, 2012

  When Glenn Neasham was convicted on felony theft charges and sentenced to jail for selling an annuity to an 83-year-old woman with dementia, it sent shockwaves through the agent community. But a bigger issue looms: Will Neasham's case repeat itself elsewhere?