Stop Comparing Annuity Payout Rates to the 4% Rule
By David BlanchettMaking comparisons based on faulty assumptions could result in a retiree making a decision based on incomplete information.
January 03, 2023
Monte Carlo Failures Aren't Plane CrashesDon't let your clients be misled by terrible analogies: Retirement planning "failures" are rarely cataclysmic.
December 30, 2022
Debate: How Helpful Is Secure 2.0 to Average Investors?Two professors debate whether the sweeping retirement law goes far enough.
December 22, 2022
Debate: Should Congress Crack Down on Crypto?Two financial experts argue whether stronger regulations on cryptocurrency would hurt or help ordinary Americans.
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.
December 15, 2022
Are Annuities Appropriate in a 401(k)?Now may be the ideal time for business clients to reevaluate the in-plan annuity option for 401(k) participants.
December 15, 2022
FTX Collapse Could Wake Up Washington on Crypto Regs: SEC's Peirce"I'm hoping these events can be a catalyst for us to get to work," the commissioner tells Ric Edelman.
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.