A new report has the financial world talking about portfolio projections. Is it realistic? Here’s what I think about the new research.

Summary: While everyone was out enjoying their MLK holiday the financial industry was buzzing over new reports. Would you be able to survive retirement with a 60/40 US stock-bond portfolio? Today I discuss the calls for historically low average returns and the flattening yield curve.: • Roth 401k funding & Roth conversions • Did the new tax law change capital gains exclusion on homes? • 1031 exchanges • Why financial professionals are uniting against the corporate tax cut • Estate planning issues