March 2023 • www . fa-mag . com
Roths And RILAs
Can this marriage of a Roth and an annuity solve a longevity problem ?
Gresham On Phoning Your Future Self
Clients aren ’ t good oddsmakers when it comes to their own futures and risks .
KNOWLEDGE FOR THE SOPHISTICATED ADVISOR
Extended RMDs : Gold Mine Or Trap ?
It might not make sense to wait for income .
Financial Planning For Couples Who Totally Disagree
When a couple ’ s attitude toward money differs , financial plans often fail . There are ways to restore unity and save the plan .