‘Living Inheritance’ Could Hurt Retirement
A report by HSBC identified a “living inheritance” trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
Using Fixed Indexed Annuities for Retirement Income
As the search for retirement income alternatives continues, FIAs with new fixed-income features look attractive.
Many Millionaires Say No to Advisors on Retirement Planning
Almost one-third of millionaires nearing retirement have never consulted an advisor because they feel they can do better on their own, a Deloitte survey found.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
Clients’ Top Retirement Worry Is Going Broke: AICPA
Americans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs.
Will Low Returns Wreck Retirement?
A challenging environment for asset returns demands new thinking.
A Little-Known Bond Vehicle for When Interest Rates Rise
Target date bond ETFs have been skating under the radar since 2010. But that could change when markets become convinced that rates will soon rise.
Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement Plans
Concluding our discussion on how looking at clients’ tax returns provides value, we look at deductions from gross income, including IRA and other retirement plans.
Senate Finance Passes 529 Reform Bill
The bipartisan bill modernizes the treatment of 529 plans in three ways.
Fear Fuels Millionaires’ Drive for More Wealth, UBS Survey Finds
UBS survey says millennial millionaires feel more pressure to maintain their status than older generations.