Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Quilting Bee
By Melanie WaddellWhen it comes to mitigating risks for clients in retirement, advisors and product manufacturers must stitch together products and strategies that help clients meet the...
June 01, 2007
Lesson 5: Spending Buckets and Financial PlacebosIn an earlier lesson I argued that a bear market early in retirement -- i.e., when you start withdrawing money from a portfolio -- can...
June 01, 2007
A Win-Win Retirement PlanIn recent years, the country has seen a significant shift with regard to retirement, placing the onus on employees to rely on self-funded defined contribution...
May 31, 2007
Overcoming Retirement Planning Inertia in 30 DaysPeople already enmeshed in a saving routine usually continue to save, whereas people without a plan often continue on that course as well, even if they admit a desire to get on track "soon." As we know, the longer the investment horizon,
May 27, 2007
IRS Surprises Employers With Retirement Age RuleThe Internal Revenue Service has surprised defined benefit pension plan sponsors by adopting strict new guidelines for establishing a plan's "normal retirement age." Officials now ...
May 27, 2007
Ways To Increase Retirement Plan Deferrals And ParticipationThe average salary deferral rate among retirement plan participants is 7.4%, with those under age 35 registering an even lower average of 6.3%, according to ...
May 27, 2007
Ways To Increase Retirement Plan Deferrals And ParticipationThe average salary deferral rate among retirement plan participants is 7.4%, with those under age 35 registering an even lower average of 6.3%, according to ...
May 27, 2007
Create A Saving Plan And Still Meet Non-Discrimination RequirementsFinancial advisors working with highly paid executives need to be aware of new regulations for both qualified and non-qualified deferred compensation plans, 2 types of ...