White Papers
- Ratcheting the 4% rule for saner retirement spending MarketWatch (June 2015)
- Maybe You Don’t Need LTC Insurance After All Bloomberg (Nov 2014)
- IRA One-Rollover-per-Year Rule IRS (March 2014)
- New Roth Conversion Opportunities & Other Retirement Curveballs IRS (Nov 2013)
- Secrets of the 401(k) millionaires MarketWatch.com (Nov 2013)
- Social Security Strategies Prudential (Nov 2012)
- Risks Lurk for ETF Investors WSJ (Feb 2010)
- Prepaid College Plans: Shrinking Options, Rising Risks Reuters (Jan 2012)
- Investor Alert: Equity Indexed Annuities FINRA
- Long Derided, This Investment Now Looks Wise The Wall Street Journal (June 2009)