Happy Friday readers! In anticipation of next week’s 2017 PLANADVISER National Conference, this mailing focuses on the topic of practice management. Find below timely research, news articles and features that will help you maximize client service and growth strategies. Enjoy reading, and we hope to see you next week in Orlando!
From a rapidly evolving recordkeeping provider landscape to a potential wholesale rewrite of the tax treatment of retirement assets, today’s environment puts advisers and their clients in a constant state of flux.
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MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life.