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​​​NOTE: Due to recent changes in CFP Board requirements, past online continuing education exams may differ from printed exams.

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MAY 2015

Cover Story

Navigating the Affordable Care Act: Understanding the Law and Planning Implications for Clients

by Roundtable moderated by Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBC
Participants: Adam Beck, J.D.; Angie Lieb; Carolyn McClanahan, M.D., CFP®; and Katy Votava, Ph.D., RN

Leading experts share their knowledge to keep you abreast on how to best navigate the Affordable Care Act as it now exists.


Practice Management

Incorporating the ABLE Act into Special Needs Planning

by John W. Nadworny, CFP®

Compare the new ABLE account with other savings options and learn where an ABLE account can be the most appropriate planning strategy.


Contribution

Confirming the Value of Rising Equity Glide Paths: Evidence from a Utility Model

by Luke F. Delorme
This research shows that retirement withdrawal amounts have a larger impact on financial outcomes than equity allocations. As such, retirees should focus first on managing spending before trying to enhance performance through innovative methods of asset allocation.

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