Inheriting significant wealth can be emotionally and financially transformative. The decisions your clients make today on how to manage an inheritance can affect their long-term financial life.

Your clients may be eligible to collect Social Security as early as 62, but if they're in good health and can afford to wait, delaying benefits until age 70 yields greater benefits for most people. Learn how you can help your clients make the right decision for them.

Qualified Charitable Distributions (QCDs) can be an effective way for your older clients to give to charity as well as reduce their tax bill, since QCDs are excludable from taxable income. Learn how your older clients can save on taxes by making a QCD.

The retirement plan landscape is diverse for small business owners and those who are self-employed. Help clients understand the features of each option so they can make an informed decision.

When a client is named as trustee of a friend’s or family member’s trust, they should understand the responsibilities required to fulfill the role so they can make the best decision to accept the role, or not. Learn how you can help a client make the right decision.

Roth conversions — moving money from a traditional IRA or other retirement account into a Roth IRA — are not just for retirement planning. In the right situation, Roth conversions can help your clients transfer wealth tax efficiently to the next generation.

Anything your retired clients can do to lighten their reliance on large withdrawals from retirement savings during a market downturn can help preserve savings over the longer term. Help your clients be prepared to weather volatile markets in retirement.

Many families look to family wealth meetings to foster good communication and effective decision-making. While there’s no one-size-fits-all approach, some best practices can help wealthy families achieve their legacy goals.

Down markets combined with rapidly rising interest rates can be unsettling for investors, even experienced ones. While declining balance sheets can cause short-term concern, they also present an opportunity for long-term wealth transfer.