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Wade Pfau - One of the Top Thinkers in Retirement Planning Discusses the Dangers of Conventional Monte Carlo and His Take On Achieving a Financially Success...

Ending WEP and GPO means $, $$, or $$$ to millions of retired or retiring state and local workers. It also represents a major incentive to work part career ...

Optimal Roth Conversions Are Extremely Non-Linear Making Global Search, Not Rules of Thumb Essential Non-Linearity Is Our World — Physically and Fina...

Quick financial planning is not just quick, it’s quick and fill in the blank. There are too many first-order factors involved in decisions — like when and h...

MaxiFi's Roth Conversion Optimizer Is a Must Try. Read the Full Post

MaxiFi Planner's new Roth Conversion Optimizer is uniquely able to precisely calculate lifetime-tax minimizing conversions. Its frequent answer: Convert...

Jay Abolofia, PhD economist, CFP, and President of Lyon Financial Planning, joins Larry to discuss your ticket to potentially major lifetime tax savings. It...

In January, PhD economist, Wade Pfau, one of our nation’s most respected authorities on retirement decisions, co-authored, with CFA Massimo Young, yet anoth...

The financial industry seems to produce a shiny new planning tool every few months. New Retirement is one of the latest variants. It differs from other conv...