Michael Kitces’ writing, research, expertise, and opinions are regularly cited in the press.
2014 – 2017
Chicago Tribune – November 3, 2015 – “The Budget Bill’s Impact on Social Security Benefits”
The Fiscal Times – November 2, 2015 – “Retirees Get Big Lessons On Loopholes From Budget Deal”
Next Avenue – November 2, 2015 – “You May Have Just Lost A Way To Max Social Security Benefits”
Forbes – November 2, 2015 – “Relief on Medicare Premiums, But You May Have Just Lost A Way To Max Social Security Benefits
San Francisco Chronicle – November 2, 2015 – “Budget Law Kills ‘File And Suspend” Strategy For Singles, Too”
New York Times – October 30, 2015 – “Rarely Used Social Security Loopholes, Worth Thousands of Dollars, Closed”
Slate – October 30, 2015 – “The Budget Deal Closed a Social Security Loophole”
San Francisco Chronicle – October 29, 2015 – “Federal Budget Bill Would Kill Social Security Loopholes”
USA Today – October 29, 2015 – “Lawmakers Put Kibosh on Social Security Benefit-Boosting Strategies”
RiaBiz – October 29, 2015 – “Morningstar Report Suggests Jiu-Jitsu Tactic for Buying Annuities: Game Them Right Back By Waiting”
Wall Street Journal – October 28, 2015 – “Budget Deal Ends Key Social Security Claim Strategies”
San Francisco Chronicle – October 26, 2015 – “Congress Nearing Partial Fix For Medicare Part B Fee Increase”
CNBC – October 19, 2015 – “Is the Future For Robo-Advisors Bright…Or A Bust?”
USA Today – October 8, 2015 – “Medicare Part B Premiums Rise to Rise 52% For 72 Million Enrollees”
Kiplinger – October 1, 2015 – “A Trick to Saving For Retirement If You Earn Too Much”
Kiplinger – October 1, 2015 – “Make Your Money Last A Lifetime”
Marketwatch – September 29, 2015 – “What Retirees Should Be Asking About QLACs”
Financial Advisor – September 28, 2015 – “Michael Kitces Trades Jabs With Leading Robo-Advisor”
Chicago Tribune – September 16, 2015 – “Retirement: Investing For The Long Haul”
Chicago Tribune – September 1, 2015 – “Obscure Rule May Hike Medicare Premiums For Some”
ThinkAdvisor – August 31, 2015 – “Should Advisors Change How They Charge?”
Reuters – August 27, 2015 – “Young Workers In Target-Date Funds Hit Hard By Market Drop”
Wall Street Journal – August 26, 2015 – “Got Losses? A Tax Break Could Soothe the Pain”
401(k) Specialist – August 24, 2015 – “Why the Time is Right for Rollovers”
Professional Planner – August 21, 2015 – “Strategies to Reduce Retirement Income Uncertainty Amid Market Volatility”
Consumer Reports – August 20, 2015 – “4 Tax-Smart RMD Strategies: How to Save When Making Required Minimum Distributions From Retirement Accounts”
Financial Planning – August 19, 2015 – “In Wealth Management, Big Data Means Big Deals”
Financial Advisor – August 13, 2015 – “Kitces Goes from Paraplanner to Advice-Industry Spokesman”
San Francisco Chronicle – July 29, 2015 – “How to Find an Unbiased Financial Adviser”
Financial Planning – July 24, 2015 – “Dispelling Reverse Mortgage Myths”
Benefits Pro – July 24, 2015 – “RIA Sees Emerging Conflict of Interest For Fee-Only Advisors”
AARP – July 24, 2015 – “2016 Social Security COLA? Don’t Bet On It”
Bloomberg Business – July 22, 2015 – “Millennials Have a Ton of Stock. They Just Don’t Know It”
Bloomberg Business – July 8, 2015 – “Watch an Elite Financial Adviser Hack His Own Retirement”
NPR – July 8, 2015 – “Fact Check: 36 Percent Or Not? Inside Jeb Bush’s Tax Math”
Kansas City Star – July 6, 2015 – “The Journey: Taking a Look at Longevity Annuities in Retirement”
The Motley Fool – June 21, 2015 – “Social Security: Why the 8% “Return” Myth Shouldn’t Make You Wait To Retire”
Financial Planning – June 15, 2015 – “The Advisor With A “275M Firm and a Software Startup”
Financial Planning – June 9, 2015 – “It’s Not About Timing: IRS on Backdoor Roth Conversions”
Wall Street Journal – June 9, 2015 – “Why a Big Raise Today Can Cause Problems Tomorrow”
Reuters – June 5, 2015 – “Reverse Mortgages Worth A Look, If Approached With Caution”
RiaBiz – June 4, 2015 – “Michael Kitces Attacks CNBC For Its Top-100 Fee-Only List Because So Many Listed RIAs Disclose Non-Fee Comp on Their ADVs”
Wall Street Journal – May 31, 2015 – “A Better Way to Tap Your Retirement Savings”
CheatSheet – May 19, 2015 – “5 Easy Ways to Save Enough Money For Retirement”
Bloomberg – May 18, 2015 – “Will You Be Able to Work in Retirement?”
Marketwatch – May 18, 2015 – “Here’s the Advice You Get From Vanguard’s New Robot-Human Hybrid”
New York Times – May 15, 2015 – “Why Stocks Belong in a Retirement Portfolio”
Marketwatch – May 8, 2015 – “Here’s Another Sign That Rock-Star Fund Managers May Be An Endangered Species”
Marketwatch – May 7, 2015 – “How To Save For College In The Age Of Ultron”
Time Money – May 4, 2015 – “Do You Really Need A Long-Term Care Plan?”
Chicago Tribune – May 4, 2015 – “Is An Online Investment Advisory Service Right For You?”
Marketwatch – May 2, 2015 – “Can You Tell A Human Financial Adviser From A Robot?”
Kiplinger – May 1, 2015 – “4 Secrets To Buying Long-Term Care Insurance”
Financial Planning – April 29, 2015 – “Apple Watch Financial Apps: Too Soon?”
CNBC – April 17, 2015 – “Robo Firms Gaining Traction With Traditional Advisors”
New York Times – April 3, 2015 – “Why Paying For Financial Advice Makes Sense”
YahooFinance – April 2, 3015 – “The Battle of the Robo-Advisers Heats Up”
Kiplinger – April 1, 2015 – “Be Wary of “Senior” Experts”
Financial Advisor – April 1, 2015 – “The Long And Short Of It”
Time Money – March 31, 2015 – “Would You Trust Your Retirement To A Machine?”
Reuters – March 30, 2015 – “Three Tax Mistakes Even Smart People Make”
Wall Street Journal – March 27, 2015 – “The Investing Lesson of 1937: Hold Some Cash”
Investment News – March 26, 2015 – “Top 10 Adviser Marketing Myths”
US News – March 25, 2015 – “How Much Cash is Too Much Cash for Your Portfolio?”
Time Money – March 24, 2015 – “The Secrets to Making a $1 Million Retirement Stash Last”
Wall Street Journal – March 15, 2015 – “How to Fund a Roth IRA Through a Standard 401(k)”
Morningstar – March 11, 2015 – “Aftertax 401(k) Contributions Get More Attractive”
Morningstar – March 11, 2015 – “Retirement Planning in Overhauled Markets”
Bankrate – March 4, 2015 – “Take on the 52-Week Money Challenge”
Fiduciary News – March 3, 2015 – “The Best Way Plan Sponsors Should Pay Fees for 401k Fiduciary Advice”
CNBC – March 2, 2015 – “Robo-Advisors Have Yet To Prove Their Worth: Analysts”
RiaBiz – March 1, 2015 – “After Famous Twitter Feud, Jon Stein and Michael Kitces Make Up and Join Forces”
ThinkAdvisor – February 27, 2015 – “XY Planning Brings Betterment Institutional to Next-Gen Clients”
New York Times – February 27, 2015 – “Making Money Decisions When You Lose Your Job”
YahooFinance – February 25, 2015 – “Make Your Retirement Savings Last a Lifetime”
Investment News – February 24, 2015 – “Labor Department Rankles Advisers with Quick Video on Fiduciary”
Time Money – February 20, 2015 – “5 Ways to Invest Smarter at Any Age”
New York Times – February 19, 2015 – “Long-Term Care Insurance: Costs Are Up but Vary Widely”
Radical Personal Finance – February 17, 2015 – “The Massive Impact of Conferences on Personal Career and Income: Interview with Michael Kitces”
Wall Street Journal – February 17, 2015 – “Reaching Out to Clients’ Children Worth the Effort?”
Think Advisor – February 17, 2015 – “Advisory Firms Enter Robo Race”
Fox Business – February 16, 2015 – “How to Avoid Running Out of Money in Retirement”
Wall Street Journal – February 15, 2015 – “Investors Snap Up Online Financial Advisers”
RiaBiz – February 11, 2015 – “What to Make of Fidelity Investments Paying $250 Million Out of the Blue For eMoney”
Wall Street Journal – February 1, 2015 – “Mini-Bonds: More Fun, More Risk”
Morningstar – February 1, 2015 – “Should You Make Aftertax Contributions to Your 401(k)?”
Wall Street Journal – February 1, 2015 – “Cash or Credit? Paying for Big Purchases”
Wall Street Journal – January 26, 2015 – “A Way to Fix Long-Term Care Insurance?”
Investment News – January 21, 2015 – “No More Face-to-Face Meetings”
Wall Street Journal – January 11, 2015 – “A New Savings Plan For The Disabled”
Think Advisor – December 31, 2014 – “6 Top Tax Changes for 2015”
Think Advisor – December 29, 2014 – “XY Planning Makes RIA Compliance Package Free for Members”
Knoxnews – December 27, 2014 – “Paul Fain: Advice From Around The Country for 2015”
CNBC – December 22, 2014 – “How Harvesting Losses Reaps Tax Savings”
Retirement Revised – December 19, 2014 – “Charitable IRA makes a last-minute comeback for 2014”
Bloomberg – December 17, 2014 – “Doing the Charitable Calculus: How to Give – and Get, Too”
ETF.com – December 17, 2014 – “How Investors Win By Being Just Average”
CNBC – December 4, 2014 – “Build An Investment Portfolio, One Dime At A Time”
LifeHealthPro – December 2, 2014 – “DIAs & QLACs: What the New Treasury Regulations Mean For Advisors”
Wall Street Journal – November 30, 2014 – “How To Think About Risk In Retirement”
Wall Street Journal – November 23, 2014 – “How Stocks Test Young Investors”
Yahoo! Finance – November 17, 2014 – “Should You Invest In More Risk As You Age?”
Investors.com – October 31, 2014 – “6 Steps to Help Financial Advisers Win Clients’ Trust”
Wall Street Journal – October 27, 2014 – “How To Pump Up a Roth IRA”
US News & World Report – October 27, 2014 – “Financial Advisors vs. Robo-Advisors: Which Is Right For You?”
CNBC – October 27, 2014 – “Weighing the Pros and Cons of Annual Tax-Loss Harvesting”
Financial Planning – October 20, 2014 – “New Job Board for Independent Firms Launched”
Time Money – October 16, 2014 – “The Conventional Money Wisdom That Millennials Should Ignore”
Yahoo! Finance – October 14, 2014 – “When Switching to ETFs from Mutual Funds Make Sense”
The Globe & Mail – October 5, 2014 – “Playing Defense: Two Ways to Plan for Retirement”
Washington Post – September 29, 2014 – “How to Stay on Point with Target-Date Funds”
Wall Street Journal – September 26, 2014 – “The Roth-IRA Math for 50-Somethings”
Forbes – September 26, 2014 – “7 Steps to Stock Investing Without Too Much Risk”
CNBC – September 23, 2014 – “Focusing on Niches Adds Value, Fuels Returns”
Living On The Cheap – September 18, 2014 – “When To Claim Social Security”
Bankrate – September 17, 2014 – “File And Suspend Is Your Friend”
The Globe & Mail – September 9, 2014 – “Can You Live Better In Retirement Than Conventional Wisdom Suggests?”
Wall Street Journal – September 7, 2014 – “Beware Leaving a Roth for Heirs”
Dallas News – September 5, 2014 – “Human vs Machine: Which Financial Adviser To Choose?”
Bankrate – September 3, 2014 – “New IRA Rules That Close Up Some Loopholes”
Wall Street Journal – September 2, 2014 – “Can Your Financial Advisor Solve Your Retirement Puzzle?”
CNBC – September 2, 2014 – “Niche Knack: Looking To Grow, Advisors Start To Specialize”
Think Advisor – August 25, 2014 – “The Freewheeling Life of the Virtual Advisor”
Think Advisor – August 25, 2014 – “TD Ameritrade Fee Rebates: A Win or a Loss for Investors, Advisors?”
Wall Street Journal – August 23, 2014 – “Insurance Against Outliving Your Retirement Savings”
Professional Planner – August 20, 2014 – “Introducing Financial Planning ‘Finology’ – Where Investing Meets Investors”
Financial Standard – August 19, 2014 – “Licensees Must Be More Open To Social Media: AFA”
Wall Street Journal – August 16, 2014 – “Hate Earning No Interest? Here’s Why Cash Isn’t Trash”
The Globe & Mail – August 8, 2014 – “Three Retirement Strategies For A Low-Yield World”
US News & World Report – August 8, 2014 – “To Claim Or Not To Claim: When Should You Take Social Security?”
Bankrate – August 1, 2014 – “Turning On The Retirement Income Spigot”
Bankrate – July 23, 2014 – “Longevity Annuities for Retirees”
Morningstar – July 20, 2014 – “Should You Add Longevity Protection to Your Retirement Plan?”
Money Magazine – July 10, 2014 – “3 Ways to Make Your Money Last As Long As You Do”
Wall Street Journal – July 6, 2014 – “Essential Financial Steps for Young Workers”
Financial Advisor IQ – July 2, 2014 – “A Business Model Designed for Young Advisors”
Think Advisor – July 1, 2014 – “Kitces’ NPR Announces First CFP Exam Scholarship Winners”
Financial Advisor IQ – June 26, 2014 – “Is Monthly Billing the Key to Young Clients’ Hearts?”
Financial Advisor – June 24, 2014 – “NAPFA, XY Planning Network Team Up To Help Gen X And Y Advisors”
Investment News – June 23, 2014 – “40 Under 40 Profile”
Wealth Management – June 19, 2014 – “Where’s the Real Money? In Delaying Social Security”
Financial Advisor IQ – June 17, 2014 – “Online Referral Services Under Microscope”
MarketWatch – June 17, 2014 – “Retirement: Is the 4% Solution Right For You?”
RIABiz – June 15, 2014 – “Thoughts on Robo-Advisors Served Cold”
Morningstar – June 11, 2014 – “Don’t Let Your Standard of Living Outrun Your Savings”
Yahoo Finance – June 6, 2014 – “11 Best Financial Calculators for Millennials”
CNBC – June 3, 2014 – “Buffeted By Winds Of Change, Firms Rethink Strategies, Cast Wider Nets”
Yahoo Finance – June 2, 2014 – “Is It Smart To Sell Mutual Funds and Buy ETFs?”
CNBC – May 27, 2014 – “Technology to Spark Big Changes in Financial Services”
Investment News – May 14, 2014 – “What’s an Alternative Investment, Anyway?”
New York Times – May 14, 2014 – “Playing Catch-Up While Retirement Remains Far Off”
Investment News – May 11, 2014 – “Delaying Social Security Can Outperform Investment Returns”
The Wall Street Journal – May 4, 2014 – “At Age 50, ‘Senior’ Benefits Begin for IRAs and 401(k)s for Retirement”
The Wall Street Journal – May 4, 2014 – “‘Hybrid’ Long-Term Care Policies: How to Tell If They’re Right for You”
Morningstar – May 4, 2014 – “Why Adding To Stocks In Retirement Is A Good Idea”
Yahoo! Finance – May 2, 2014 – “Your Practice: Why financial advisers should choose a niche”
USA Today – May 2, 2014 – “Investing: When to take Social Security payments”
Bankrate – May 1, 2014 – “Should I Try A Digital Financial Adviser?”
Bottom Line Publications – May 1, 2014 – “Daring Strategy to Protect Your Nest Egg”
CNBC – April 30, 2014 – “Exit strategy: Why retirees need a withdrawal policy statement”
Research Magazine – April 28, 2014 – “Honing the Advisor’s Tech Edge”
Investor Advisor Magazine – April 28, 2014 – “The IA 25 for 2014”
The Wall Street Journal – April 25, 2014 – “Does Switching to a Roth 401(k) Make Sense?”
Reuters – April 24, 2014 – “Why the IRS wants you to watch your IRA rollovers”
Financial Advisor – April 24, 2014 – “Five Easy-To-Use Tech Tools For Advisors”
AdvisorWebsites – April 23, 2014 – “Integrating Technology Into Your Advisory Firm”
CNN Money – April 23, 2014 – “Ready to start saving? Here’s how to do it right”
Wall Street Journal – April 13, 2014 – “Mistakes to Avoid When Shopping for Long-Term Care Insurance”
New York Times – April 11, 2014 – “Financial Advice for People Who Aren’t Rich”
Morningstar – April 5, 2014 – “Traditional or Roth IRA? 4 Things to Look At”
Wealth Management – April 4, 2014 – “XY Planning Network Opens for Young Advisors”
jeffbullas.com – April 2, 2014 – “The Social Media Marketing Secrets of Smart Savvy Bloggers”
Kiplinger – April 1, 2014 – “Boost Your After-Tax Investment Returns”
Investment Executive – April 1, 2014 – “Convention Wisdom”
American Association of Individual Investors – April 1, 2014 – “Reduce Stock Exposure in Retirement, or Gradually Increase It?”
CNBC.com – March 30, 2014 – “Are you a stock or a bond in life?”
Financial Planning – March 27, 2014 – “New Kitces Network to Target Planners for Gen X & Y”
Financial Times – March 25, 2014 – “Advisers Cautious About Social Media”
MSN Money – March 19, 2014 – “Where to save after maxing out your 401k and Roth IRA”
MSN Money – March 17, 2014 – “Do target-date funds have it backward?”
Morningstar – March 12, 2014 – “Key Factors in the IRA Debate”
Yahoo! Finance – March 7, 2014 – “Your Practice – The Rise and Rise of the Virtual Financial Adviser”
Financial Planning – March 1, 2014 – “Persuade Clients to Do the Right Thing”
CNN Money – February 28, 2014 – “Plan for the critical first decade of retirement”
The Street – February 28, 2014 – “Are Target-Date Retirement Funds Doing Things Backward?”
Detroit Free Press – February 22, 2014 – “Do you have ‘financial advisor anxiety’? Get over it”
Dave Terpening Insurance Agency, Inc. – February 12, 2014 – “Nickels and Dimes: Budgeting for Healthcare”
The New York Times – February 10, 2014 – “Sites to Manage Personal Wealth Gaining Ground”
LA Times – February 9, 2014 – “Financial Pointers for the 99%”
The New York Times – February 7, 2014 – “Minimizing the Tax Drag on Your Investments”
Reuters – February 6, 2014 – “How Obamacare is creating new pathways to retirement”
Investment News – February 6, 2014 – “New CFP Board chairman stands firm on fee-only definition, sets goals for group’s growth”
Investment News – February 6, 2014 – “Kitces, Wealthfront trade punches over online tax-loss-harvesting feature”
The Reverse Review – February 1, 2014 – “Spotlight: Breaking Down the Barriers”
The Wall Street Journal – February 2, 2014 – “More Answers to IRA Questions”
Bloomberg Personal Finance – January 29, 2014 – “There’s Something About MyRA”
New York Magazine – January 29, 2014 – “Did President Obama’s “MyRA” Proposal Just Solve Two Huge Problems With Retirement Saving?”
Asklizweston.com – January 28, 2014 – “Reverse Mortgages: No Longer A Last Resort?”
Financial Planning – January 27, 2014 – “Judge Rules Against CFP Board in Camardas Lawsuit”
Star Tribune – January 25, 2014 – “A Wealth of Options For Money Advice”
ThinkAdvisor.com – January 17, 2014 – “Did CFP Board Shorten Exams to Lure Certificants?”
RIABiz.com – January 14, 2014 – “The RIABiz top 10 Industry Blogs — and which bloggers they recommend”
Betterment – January 14, 2014 – “Where Will You Get Your Financial Advice in the Future?”
Investment News – January 14, 2014 – “Robo-advisor Wealthfront grows, but is it mainstream or just a niche?”
The Wall Street Journal – January 12, 2014 – “What You Know About Retirement Investing Is Wrong”
The Wall Street Journal – January 9, 2014 – “Fund Investors, Don’t Forget Embedded Gains (and Losses)
AARP – January 1, 2014 – “Securing Income for Life”
CNN.com – January 1, 2014 – “How Much Should You Hold In Stocks?”
ThinkAdvisor.com – January 1, 2014 – “Is Cash Value Life Insurance Disappearing?”
Journal of Financial Planning – January 1, 2014 – “Reducing Retirement Risk with a Rising Equity Glide Path”
