“TD-to-Schwab Tax ‘Gotcha’ Coming in January” on Advisor Perspectives
Advisors who set up recurring withdrawals at TD need to beware. With the transition to Schwab, those scheduled January withdrawals may take effect in December instead.
“Long-Horizon Investing, Part 5: Real-Life Applications Pre-Retirement” on Advisor Perspectives
The final installment on Advisor Perspectives focuses on goals-based investing techniques pre-retirement.