Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts and videos, see our latest below.

  • Retirement

    August 04, 2020

    Relief for Retirement Account Owners

    The U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts, their owners, and their beneficiaries. Need to know more about what the new rules mean for your 2020 RMD, IRA rollover, or a Coronavirus-Related Distribution? Our answers to some frequently asked questions can help.

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  • Tax Strategies

    March 08, 2020

    It’s What You Make After Taxes

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  • Business Ownership

    January 29, 2020

    The Promise of a New Career: Understanding the Finances of Your New Job

    You've landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs.

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  • Retirement

    February 07, 2019

    Retirement Tips for a Long Lifetime

    Larry Swedroe and Katie Keary say longevity is a key challenge facing women in retirement and offer tips to help even the scales.

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  • Investing

    January 11, 2019

    Financial Planning for Investors in Their 40s

    Tim Maurer goes on CNBC's "Power Lunch" to talk about what financial steps investors in their 40s should take first.

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  • Investing

    December 03, 2018

    The Basics of a Spend-Down Strategy

    Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime.

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  • Business Ownership

    May 09, 2018

    Design the Best Pension Strategy for Your Cash Flow: I Think I Need a 401(k) Plan. Where Do I Start?

    Wondering if a 401(k) plan is right for you? It can be daunting to know where to even begin. Katie Collins explores a few steps you should think about taking to get started.

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